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FMDRX vs SGIDX
FMDRX vs SGIDX Comparison
Open Charts FMDRX vs SGIDX
Franklin Mutual Global Discovery R6
Price$33.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund A
Price$34.98
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FMDRX vs SGIDX Comparison Chart
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FMDRX vs. SGIDX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.44B vs. SGIDX (387M). SGIDX pays higher dividends than FMDRX: SGIDX (2.28) vs FMDRX (1.51). FMDRX was incepted earlier than SGIDX: FMDRX (11 years) vs SGIDX (16 years). SGIDX is a more actively managed with annual turnover of: 53.00 vs. FMDRX (35.47). 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 : 21.02 vs. FMDRX (9.15). SGIDX return over 5 years is better than : 17.62 vs. FMDRX (11.99).
| FMDRX | SGIDX | FMDRX / SGIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 8.290 | 9.976 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.44B | 387M | 2,438% |
| Annual Yield % from dividends | 1.51 | 2.28 | 66% |
| Returns for 1 year | 9.15 | 21.02 | 44% |
| Returns for 3 years | 3.65 | -3.22 | -113% |
| Returns for 5 years | 11.99 | 17.62 | 68% |
| Returns for 10 years | 0.48 | 35.53 | 1% |
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