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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$30.94
Change-$0.24 (-0.77%)
VolumeN/A
Net Assets9.16B
Scharf Global Opportunity Institutional
Price$37.16
Change-$0.43 (-1.14%)
VolumeN/A
Net Assets28.53M
FMDRX vs WRLDX Comparison Chart
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FMDRX vs. WRLDX 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 WRLDX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.16B vs. WRLDX (28.5M). FMDRX pays higher dividends than WRLDX: FMDRX (1.51) vs WRLDX (1.13). FMDRX was incepted earlier than WRLDX: FMDRX (12 years) vs WRLDX (10 years). FMDRX (35.47) and WRLDX (34.13) have comparable annual turnover. 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 : 7.16 vs. FMDRX (1.64). WRLDX return over 5 years is better than : 23.97 vs. FMDRX (7.20).
| FMDRX | WRLDX | FMDRX / WRLDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 7.842 | 6.081 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.16B | 28.5M | 32,154% |
| Annual Yield % from dividends | 1.51 | 1.13 | 133% |
| Returns for 1 year | 1.64 | 7.16 | 23% |
| Returns for 3 years | 0.91 | 10.78 | 8% |
| Returns for 5 years | 7.20 | 23.97 | 30% |
| Returns for 10 years | -2.88 | 45.15 | -6% |
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