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FMDRX vs UGEIX
FMDRX vs UGEIX Comparison
Open Charts FMDRX vs UGEIX
Franklin Mutual Global Discovery R6
Price$33.84
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets9.42B
Victory Global Equity Income
Price$12.53
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets68.95M
FMDRX vs UGEIX Comparison Chart in %
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FMDRX vs. UGEIX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.42B vs. UGEIX (69M). FMDRX (1.89) and UGEIX (1.85) 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 (-2.52). FMDRX return over 5 years is better than : 38.52 vs. UGEIX (32.55).
| 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 | 17.881 | 21.245 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 69M | 13,654% |
| Annual Yield % from dividends | 1.89 | 1.85 | 103% |
| Returns for 1 year | 5.05 | -2.52 | -200% |
| Returns for 3 years | 23.97 | 24.52 | 98% |
| Returns for 5 years | 38.52 | 32.55 | 118% |
| Returns for 10 years | 16.86 | 56.63 | 30% |
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