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FMDRX vs WILCX
FMDRX vs WILCX Comparison
Open Charts FMDRX vs WILCX
Franklin Mutual Global Discovery R6
Price$28.39
Change-$1.88 (-6.21%)
VolumeN/A
Net Assets8.28B
Wasatch Global Value Institutional
Price$9.32
Change-$0.51 (-5.19%)
VolumeN/A
Net Assets123.07M
FMDRX vs WILCX Comparison Chart
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FMDRX vs. WILCX commentary
Apr 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 WILCX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.28B vs. WILCX (123M). WILCX pays higher dividends than FMDRX: WILCX (2.49) vs FMDRX (2.03). FMDRX was incepted earlier than WILCX: FMDRX (12 years) vs WILCX (13 years). WILCX (1.14) is less costly to investors than FMDRX (0.89). WILCX is a more actively managed with annual turnover of: 43.00 vs. FMDRX (35.47). WILCX has a lower initial minimum investment than FMDRX: WILCX (100000) vs FMDRX (1000000). WILCX annual gain was more profitable for investors over the last year : 3.64 vs. FMDRX (-8.85). WILCX return over 5 years is better than : 90.93 vs. FMDRX (44.14).
| FMDRX | WILCX | FMDRX / WILCX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 1.14 | 78% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -1.046 | 4.539 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.28B | 123M | 6,730% |
| Annual Yield % from dividends | 2.03 | 2.49 | 82% |
| Returns for 1 year | -8.85 | 3.64 | -243% |
| Returns for 3 years | -5.38 | 5.15 | -105% |
| Returns for 5 years | 44.14 | 90.93 | 49% |
| Returns for 10 years | -11.24 | 18.59 | -60% |
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