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FMDRX vs SEWIX
FMDRX vs SEWIX Comparison
Open Charts FMDRX vs SEWIX
Franklin Mutual Global Discovery R6
Price$33.73
Change-$0.12 (-0.35%)
VolumeN/A
Net Assets9.53B
NAA World Equity Income Instl
Price$18.27
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets47.56M
FMDRX vs SEWIX Comparison Chart in %
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FMDRX vs. SEWIX commentary
Oct 09, 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 Hold and SEWIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.53B vs. SEWIX (47.6M). SEWIX pays higher dividends than FMDRX: SEWIX (2.28) vs FMDRX (1.87). FMDRX was incepted earlier than SEWIX: FMDRX (12 years) vs SEWIX (14 years). SEWIX (1.24) is less costly to investors than FMDRX (0.88). SEWIX is a more actively managed with annual turnover of: 122.00 vs. FMDRX (34.55). FMDRX has a lower initial minimum investment than SEWIX: FMDRX (1000000) vs SEWIX (2000000). SEWIX annual gain was more profitable for investors over the last year : 9.61 vs. FMDRX (5.13). FMDRX return over 5 years is better than : 40.64 vs. SEWIX (33.59).
| FMDRX | SEWIX | FMDRX / SEWIX | |
| Total Expense Ratio | 0.88 | 0.92 | 96% |
| Annual Report Gross Expense Ratio | 0.88 | 1.24 | 71% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 17.985 | 17.315 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.53B | 47.6M | 20,023% |
| Annual Yield % from dividends | 1.87 | 2.28 | 82% |
| Returns for 1 year | 5.13 | 9.61 | 53% |
| Returns for 3 years | 35.46 | 55.25 | 64% |
| Returns for 5 years | 40.64 | 33.59 | 121% |
| Returns for 10 years | 14.35 | 71.58 | 20% |
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