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FMDRX vs WILCX
FMDRX vs WILCX Comparison
Open Charts FMDRX vs WILCX
Franklin Mutual Global Discovery R6
Price$32.65
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets9.29B
Wasatch Global Value Institutional
Price$10.46
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets134.76M
FMDRX vs WILCX Comparison Chart in %
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FMDRX vs. WILCX commentary
Jun 30, 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 WILCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.29B vs. WILCX (135M). WILCX pays higher dividends than FMDRX: WILCX (2.45) vs FMDRX (2.00). FMDRX was incepted earlier than WILCX: FMDRX (12 years) vs WILCX (13 years). WILCX (1.14) is less costly to investors than FMDRX (0.88). WILCX is a more actively managed with annual turnover of: 43.00 vs. FMDRX (34.55). 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 : 17.85 vs. FMDRX (5.69). WILCX return over 5 years is better than : 90.02 vs. FMDRX (45.22).
| FMDRX | WILCX | FMDRX / WILCX | |
| Total Expense Ratio | 0.88 | 0.95 | 93% |
| Annual Report Gross Expense Ratio | 0.88 | 1.14 | 77% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 13.803 | 17.326 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.29B | 135M | 6,884% |
| Annual Yield % from dividends | 2.00 | 2.45 | 82% |
| Returns for 1 year | 5.69 | 17.85 | 32% |
| Returns for 3 years | 16.72 | 25.94 | 64% |
| Returns for 5 years | 45.22 | 90.02 | 50% |
| Returns for 10 years | 3.83 | 32.68 | 12% |