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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$31.58
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets9.05B
Scharf Global Opportunity Institutional
Price$37.23
Change+$0.19 (+0.51%)
VolumeN/A
Net Assets28.92M
FMDRX vs WRLDX Comparison Chart
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FMDRX vs. WRLDX commentary
Jun 01, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.05B vs. WRLDX (28.9M). FMDRX pays higher dividends than WRLDX: FMDRX (2.00) vs WRLDX (0.75). FMDRX was incepted earlier than WRLDX: FMDRX (12 years) vs WRLDX (11 years). WRLDX (1.39) is less costly to investors than FMDRX (0.88). FMDRX is a more actively managed with annual turnover of: 34.55 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 : 9.87 vs. FMDRX (1.78). WRLDX return over 5 years is better than : 42.72 vs. FMDRX (38.50).
| FMDRX | WRLDX | FMDRX / WRLDX | |
| Total Expense Ratio | 0.88 | 0.63 | 140% |
| Annual Report Gross Expense Ratio | 0.88 | 1.39 | 63% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 10.073 | 6.280 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 28.9M | 31,325% |
| Annual Yield % from dividends | 2.00 | 0.75 | 267% |
| Returns for 1 year | 1.78 | 9.87 | 18% |
| Returns for 3 years | 3.88 | 14.09 | 28% |
| Returns for 5 years | 38.50 | 42.72 | 90% |
| Returns for 10 years | -2.45 | 44.52 | -5% |
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