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FMDRX vs WILCX
FMDRX vs WILCX Comparison
Open Charts FMDRX vs WILCX
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
Wasatch Global Value Institutional
Price$9.78
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets128.76M
FMDRX vs WILCX Comparison Chart
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FMDRX vs. WILCX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. WILCX (129M). WILCX pays higher dividends than FMDRX: WILCX (3.03) vs FMDRX (1.51). FMDRX was incepted earlier than WILCX: FMDRX (12 years) vs WILCX (13 years). 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 : 11.77 vs. FMDRX (1.64). WILCX return over 5 years is better than : 41.20 vs. FMDRX (7.20).
| FMDRX | WILCX | FMDRX / WILCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 7.842 | 9.030 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 129M | 7,104% |
| Annual Yield % from dividends | 1.51 | 3.03 | 50% |
| Returns for 1 year | 1.64 | 11.77 | 14% |
| Returns for 3 years | 0.91 | 9.11 | 10% |
| Returns for 5 years | 7.20 | 41.20 | 17% |
| Returns for 10 years | -2.88 | 21.68 | -13% |
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