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FMDRX vs SGIDX
FMDRX vs SGIDX Comparison
Open Charts FMDRX vs SGIDX
Franklin Mutual Global Discovery R6
Price$30.75
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets8.86B
Steward Global Equity Income Fund A
Price$34.11
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets395.21M
FMDRX vs SGIDX Comparison Chart
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FMDRX vs. SGIDX commentary
May 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 StrongBuy and SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.86B vs. SGIDX (395M). FMDRX (2.07) and SGIDX (1.98) have matching dividends . FMDRX was incepted earlier than SGIDX: FMDRX (12 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than FMDRX (0.89). SGIDX is a more actively managed with annual turnover of: 59.00 vs. FMDRX (34.55). SGIDX has a lower initial minimum investment than FMDRX: SGIDX (1000) vs FMDRX (1000000). SGIDX annual gain was more profitable for investors over the last year : 5.09 vs. FMDRX (-1.65). SGIDX return over 5 years is better than : 41.73 vs. FMDRX (39.28).
| FMDRX | SGIDX | FMDRX / SGIDX | |
| Total Expense Ratio | 0.89 | 1.27 | 70% |
| Annual Report Gross Expense Ratio | 0.89 | 1.27 | 70% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 7.006 | 2.874 | 244% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.86B | 395M | 2,243% |
| Annual Yield % from dividends | 2.07 | 1.98 | 104% |
| Returns for 1 year | -1.65 | 5.09 | -32% |
| Returns for 3 years | 7.63 | 12.15 | 63% |
| Returns for 5 years | 39.28 | 41.73 | 94% |
| Returns for 10 years | -5.33 | 34.28 | -16% |
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