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FMDRX vs PGVFX
FMDRX vs PGVFX Comparison
Open Charts FMDRX vs PGVFX
Franklin Mutual Global Discovery R6
Price$29.54
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets8.89B
Polaris Global Value
Price$31.62
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets418.39M
FMDRX vs PGVFX Comparison Chart
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FMDRX vs. PGVFX commentary
Jan 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMDRX is a Buy and PGVFX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.89B vs. PGVFX (418M). PGVFX (1.59) and FMDRX (1.51) have matching dividends . FMDRX was incepted earlier than PGVFX: FMDRX (12 years) vs PGVFX (27 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. PGVFX (14.00). PGVFX has a lower initial minimum investment than FMDRX: PGVFX (2500) vs FMDRX (1000000). PGVFX annual gain was more profitable for investors over the last year : 6.81 vs. FMDRX (0.06). PGVFX return over 5 years is better than : 24.22 vs. FMDRX (-0.60).
| FMDRX | PGVFX | FMDRX / PGVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 2.963 | 2.330 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.89B | 418M | 2,128% |
| Annual Yield % from dividends | 1.51 | 1.59 | 95% |
| Returns for 1 year | 0.06 | 6.81 | 1% |
| Returns for 3 years | -7.01 | 0.42 | -1,686% |
| Returns for 5 years | -0.60 | 24.22 | -2% |
| Returns for 10 years | -2.44 | 79.59 | -3% |
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