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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$30.27
Change-$0.98 (-3.14%)
VolumeN/A
Net Assets9.12B
Scharf Global Opportunity Institutional
Price$36.10
Change-$0.92 (-2.49%)
VolumeN/A
Net Assets28.35M
FMDRX vs WRLDX Comparison Chart
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FMDRX vs. WRLDX commentary
Apr 04, 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 WRLDX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.12B vs. WRLDX (28.3M). FMDRX pays higher dividends than WRLDX: FMDRX (2.03) vs WRLDX (0.76). FMDRX was incepted earlier than WRLDX: FMDRX (12 years) vs WRLDX (10 years). WRLDX (1.39) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 vs. WRLDX (31.87). WRLDX has a lower initial minimum investment than FMDRX: WRLDX (10000) vs FMDRX (1000000). WRLDX annual gain was more profitable for investors over the last year : 7.06 vs. FMDRX (-0.48). WRLDX return over 5 years is better than : 62.00 vs. FMDRX (58.66).
| FMDRX | WRLDX | FMDRX / WRLDX | |
| Total Expense Ratio | 0.89 | 0.63 | 141% |
| Annual Report Gross Expense Ratio | 0.89 | 1.39 | 64% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 8.923 | 5.681 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.12B | 28.3M | 32,226% |
| Annual Yield % from dividends | 2.03 | 0.76 | 266% |
| Returns for 1 year | -0.48 | 7.06 | -7% |
| Returns for 3 years | 3.22 | 7.14 | 45% |
| Returns for 5 years | 58.66 | 62.00 | 95% |
| Returns for 10 years | -2.11 | 45.84 | -5% |
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