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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$32.49
Change+$0.21 (+0.65%)
VolumeN/A
Net Assets9.09B
Scharf Global Opportunity Institutional
Price$38.07
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets29.37M
FMDRX vs WRLDX Comparison Chart in %
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FMDRX vs. WRLDX commentary
Aug 09, 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: 9.09B vs. WRLDX (29.4M). FMDRX pays higher dividends than WRLDX: FMDRX (1.98) vs WRLDX (0.74). 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 : 9.13 vs. FMDRX (4.13). FMDRX (35.39) and WRLDX (34.17) have equivalent 5 years return.
| 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 | 12.513 | 8.193 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.09B | 29.4M | 30,912% |
| Annual Yield % from dividends | 1.98 | 0.74 | 268% |
| Returns for 1 year | 4.13 | 9.13 | 45% |
| Returns for 3 years | 13.02 | 21.43 | 61% |
| Returns for 5 years | 35.39 | 34.17 | 104% |
| Returns for 10 years | 2.03 | 48.81 | 4% |
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