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FMDRX vs UGEIX
FMDRX vs UGEIX Comparison
Open Charts FMDRX vs UGEIX
Franklin Mutual Global Discovery R6
Price$33.06
Change-$0.09 (-0.27%)
VolumeN/A
CapitalizationN/A
Victory Global Equity Income
Price$13.53
Change+$0.01 (+0.07%)
VolumeN/A
CapitalizationN/A
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FMDRX vs UGEIX Comparison Chart
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FMDRX vs. UGEIX commentary
Oct 18, 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 UGEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.46B vs. UGEIX (64.8M). UGEIX pays higher dividends than FMDRX: UGEIX (1.73) vs FMDRX (1.51). FMDRX was incepted earlier than UGEIX: FMDRX (11 years) vs UGEIX (9 years). FMDRX is a more actively managed with annual turnover of: 35.47 vs. UGEIX (28.00). UGEIX has a lower initial minimum investment than FMDRX: UGEIX (3000) vs FMDRX (1000000). UGEIX annual gain was more profitable for investors over the last year : 26.77 vs. FMDRX (12.34). UGEIX return over 5 years is better than : 38.62 vs. FMDRX (16.44).
| FMDRX | UGEIX | FMDRX / UGEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 8.738 | 18.148 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.46B | 64.8M | 14,591% |
| Annual Yield % from dividends | 1.51 | 1.73 | 88% |
| Returns for 1 year | 12.34 | 26.77 | 46% |
| Returns for 3 years | 0.62 | 11.19 | 6% |
| Returns for 5 years | 16.44 | 38.62 | 43% |
| Returns for 10 years | 9.06 | N/A | - |
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