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FMDRX vs UGEIX
FMDRX vs UGEIX Comparison
Open Charts FMDRX vs UGEIX
Franklin Mutual Global Discovery R6
Price$31.90
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets9.12B
Victory Global Equity Income
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets63.97M
FMDRX vs UGEIX Comparison Chart
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FMDRX vs. UGEIX commentary
Jun 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 Buy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. UGEIX (64M). FMDRX pays higher dividends than UGEIX: FMDRX (2.00) vs UGEIX (1.82). 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 : 1.84 vs. UGEIX (-8.11). FMDRX return over 5 years is better than : 28.72 vs. UGEIX (24.15).
| 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 | 11.014 | 9.337 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 64M | 14,253% |
| Annual Yield % from dividends | 2.00 | 1.82 | 110% |
| Returns for 1 year | 1.84 | -8.11 | -23% |
| Returns for 3 years | 5.00 | 3.03 | 165% |
| Returns for 5 years | 28.72 | 24.15 | 119% |
| Returns for 10 years | -0.43 | N/A | - |
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