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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$29.54
Change+$0.23 (+0.78%)
VolumeN/A
Net Assets8.89B
Scharf Global Opportunity Institutional
Price$35.61
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets27.64M
FMDRX vs WRLDX Comparison Chart
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FMDRX vs. WRLDX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.89B vs. WRLDX (27.6M). 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 : 7.29 vs. FMDRX (0.06). WRLDX return over 5 years is better than : 17.92 vs. FMDRX (-0.60).
| 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 | 2.963 | 1.656 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.89B | 27.6M | 32,225% |
| Annual Yield % from dividends | 1.51 | 1.13 | 133% |
| Returns for 1 year | 0.06 | 7.29 | 1% |
| Returns for 3 years | -7.01 | 4.51 | -155% |
| Returns for 5 years | -0.60 | 17.92 | -3% |
| Returns for 10 years | -2.44 | 46.97 | -5% |
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