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FMDRX vs SGIFX
FMDRX vs SGIFX Comparison
Open Charts FMDRX vs SGIFX
Franklin Mutual Global Discovery R6
Price$30.89
Change+$0.14 (+0.46%)
VolumeN/A
Net Assets8.91B
Steward Global Equity Income Fund C
Price$36.02
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets397.66M
FMDRX vs SGIFX Comparison Chart
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FMDRX vs. SGIFX commentary
May 11, 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 SGIFX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.91B vs. SGIFX (398M). FMDRX pays higher dividends than SGIFX: FMDRX (2.07) vs SGIFX (1.24). FMDRX was incepted earlier than SGIFX: FMDRX (12 years) vs SGIFX (7 years). SGIFX (2.03) is less costly to investors than FMDRX (0.89). SGIFX is a more actively managed with annual turnover of: 59.00 vs. FMDRX (34.55). SGIFX has a lower initial minimum investment than FMDRX: SGIFX (1000) vs FMDRX (1000000). SGIFX annual gain was more profitable for investors over the last year : 4.97 vs. FMDRX (-1.69). FMDRX (40.15) and SGIFX (38.28) have equivalent 5 years return.
| FMDRX | SGIFX | FMDRX / SGIFX | |
| Total Expense Ratio | 0.89 | 2.03 | 44% |
| Annual Report Gross Expense Ratio | 0.89 | 2.03 | 44% |
| Fund Existence | 12 years | 7 years | - |
| Gain YTD | 7.668 | 3.982 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 398M | 2,238% |
| Annual Yield % from dividends | 2.07 | 1.24 | 167% |
| Returns for 1 year | -1.69 | 4.97 | -34% |
| Returns for 3 years | 7.83 | 12.08 | 65% |
| Returns for 5 years | 40.15 | 38.28 | 105% |
| Returns for 10 years | -4.28 | N/A | - |
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