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FMDRX vs SGIFX
FMDRX vs SGIFX Comparison
Open Charts FMDRX vs SGIFX
Franklin Mutual Global Discovery R6
Price$33.13
Change-$0.29 (-0.87%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund C
Price$36.42
Change-$0.39 (-1.06%)
VolumeN/A
CapitalizationN/A
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FMDRX vs SGIFX Comparison Chart
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FMDRX vs. SGIFX 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 SGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.54B vs. SGIFX (393M). SGIFX (1.58) and FMDRX (1.51) have matching dividends . FMDRX was incepted earlier than SGIFX: FMDRX (11 years) vs SGIFX (7 years). SGIFX is a more actively managed with annual turnover of: 53.00 vs. FMDRX (35.47). 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 : 20.08 vs. FMDRX (9.15). FMDRX return over 5 years is better than : 11.99 vs. SGIFX (-22.71).
| FMDRX | SGIFX | FMDRX / SGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 8.290 | 9.359 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.54B | 393M | 2,427% |
| Annual Yield % from dividends | 1.51 | 1.58 | 96% |
| Returns for 1 year | 9.15 | 20.08 | 46% |
| Returns for 3 years | 3.65 | -5.64 | -65% |
| Returns for 5 years | 11.99 | -22.71 | -53% |
| Returns for 10 years | 0.48 | N/A | - |
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