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FMDRX vs SGIGX
FMDRX vs SGIGX Comparison
Open Charts FMDRX vs SGIGX
Franklin Mutual Global Discovery R6
Price$33.13
Change-$0.29 (-0.87%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund R6
Price$32.06
Change-$0.48 (-1.48%)
VolumeN/A
CapitalizationN/A
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FMDRX vs SGIGX Comparison Chart
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FMDRX vs. SGIGX 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 SGIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.54B vs. SGIGX (393M). SGIGX pays higher dividends than FMDRX: SGIGX (2.77) vs FMDRX (1.51). FMDRX was incepted earlier than SGIGX: FMDRX (11 years) vs SGIGX (7 years). SGIGX is a more actively managed with annual turnover of: 53.00 vs. FMDRX (35.47). SGIGX has a lower initial minimum investment than FMDRX: SGIGX (0) vs FMDRX (1000000). SGIGX annual gain was more profitable for investors over the last year : 26.22 vs. FMDRX (10.56). FMDRX return over 5 years is better than : 12.26 vs. SGIGX (-21.38).
| FMDRX | SGIGX | FMDRX / SGIGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 8.552 | 12.947 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.54B | 393M | 2,427% |
| Annual Yield % from dividends | 1.51 | 2.77 | 55% |
| Returns for 1 year | 10.56 | 26.22 | 40% |
| Returns for 3 years | 5.75 | -1.08 | -531% |
| Returns for 5 years | 12.26 | -21.38 | -57% |
| Returns for 10 years | 2.41 | N/A | - |
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