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FMDRX vs UGEIX
FMDRX vs UGEIX Comparison
Open Charts FMDRX vs UGEIX
Franklin Mutual Global Discovery R6
Price$32.12
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets9.03B
Victory Global Equity Income
Price$11.88
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets65.86M
FMDRX vs UGEIX Comparison Chart in %
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FMDRX vs. UGEIX commentary
Aug 07, 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 Hold and UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.03B vs. UGEIX (65.9M). FMDRX (1.98) and UGEIX (1.93) have matching dividends . FMDRX was incepted earlier than UGEIX: FMDRX (12 years) vs UGEIX (10 years). UGEIX (1.18) 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 : 5.05 vs. UGEIX (-2.10). FMDRX return over 5 years is better than : 34.46 vs. UGEIX (26.41).
| FMDRX | UGEIX | FMDRX / UGEIX | |
| Total Expense Ratio | 0.88 | 1.03 | 85% |
| Annual Report Gross Expense Ratio | 0.88 | 1.18 | 75% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 11.746 | 14.192 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 65.9M | 13,706% |
| Annual Yield % from dividends | 1.98 | 1.93 | 103% |
| Returns for 1 year | 5.05 | -2.10 | -240% |
| Returns for 3 years | 12.48 | 11.07 | 113% |
| Returns for 5 years | 34.46 | 26.41 | 130% |
| Returns for 10 years | 1.25 | 35.42 | 4% |
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