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FMDRX vs UGEIX
FMDRX vs UGEIX Comparison
Open Charts FMDRX vs UGEIX
Franklin Mutual Global Discovery R6
Price$32.95
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets9.36B
Victory Global Equity Income
Price$11.82
Change+$0.05 (+0.42%)
VolumeN/A
Net Assets66.23M
FMDRX vs UGEIX Comparison Chart in %
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FMDRX vs. UGEIX commentary
Jul 03, 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 Buy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.36B vs. UGEIX (66.2M). FMDRX (1.94) and UGEIX (1.94) have matching dividends . FMDRX was incepted earlier than UGEIX: FMDRX (12 years) vs UGEIX (10 years). UGEIX (1.19) is less costly to investors than FMDRX (0.88). UGEIX is a more actively managed with annual turnover of: 83.00 vs. FMDRX (34.55). UGEIX has a lower initial minimum investment than FMDRX: UGEIX (3000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 6.20 vs. UGEIX (-4.90). FMDRX return over 5 years is better than : 42.91 vs. UGEIX (33.22).
| FMDRX | UGEIX | FMDRX / UGEIX | |
| Total Expense Ratio | 0.88 | 1.02 | 86% |
| Annual Report Gross Expense Ratio | 0.88 | 1.19 | 74% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 14.744 | 13.709 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 66.2M | 14,139% |
| Annual Yield % from dividends | 1.94 | 1.94 | 100% |
| Returns for 1 year | 6.20 | -4.90 | -126% |
| Returns for 3 years | 18.58 | 15.27 | 122% |
| Returns for 5 years | 42.91 | 33.22 | 129% |
| Returns for 10 years | 3.84 | N/A | - |
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