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FMDRX vs UGEIX
FMDRX vs UGEIX Comparison
Open Charts FMDRX vs UGEIX
Franklin Mutual Global Discovery R6
Price$29.72
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets8.57B
Victory Global Equity Income
Price$10.77
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets60.21M
FMDRX vs UGEIX Comparison Chart
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FMDRX vs. UGEIX commentary
Apr 25, 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 StrongBuy and UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.57B vs. UGEIX (60.2M). FMDRX pays higher dividends than UGEIX: FMDRX (2.03) vs UGEIX (1.85). FMDRX was incepted earlier than UGEIX: FMDRX (12 years) vs UGEIX (10 years). UGEIX (1.19) is less costly to investors than FMDRX (0.89). UGEIX is a more actively managed with annual turnover of: 43.00 vs. FMDRX (35.47). 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 : -4.43 vs. UGEIX (-11.24). FMDRX return over 5 years is better than : 37.96 vs. UGEIX (31.79).
| FMDRX | UGEIX | FMDRX / UGEIX | |
| Total Expense Ratio | 0.89 | 1.02 | 87% |
| Annual Report Gross Expense Ratio | 0.89 | 1.19 | 75% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.102 | 2.456 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.57B | 60.2M | 14,241% |
| Annual Yield % from dividends | 2.03 | 1.85 | 110% |
| Returns for 1 year | -4.43 | -11.24 | 39% |
| Returns for 3 years | -0.84 | -5.29 | 16% |
| Returns for 5 years | 37.96 | 31.79 | 119% |
| Returns for 10 years | -9.09 | N/A | - |
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