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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$32.32
Change+$0.35 (+1.09%)
VolumeN/A
Net Assets9.11B
Scharf Global Opportunity Institutional
Price$37.89
Change+$0.45 (+1.20%)
VolumeN/A
Net Assets28.2M
FMDRX vs WRLDX Comparison Chart in %
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FMDRX vs. WRLDX commentary
Jun 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.11B vs. WRLDX (28.2M). 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 : 8.24 vs. FMDRX (2.42). WRLDX (40.61) and FMDRX (39.35) 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 | 11.433 | 6.880 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 28.2M | 32,316% |
| Annual Yield % from dividends | 2.00 | 0.75 | 267% |
| Returns for 1 year | 2.42 | 8.24 | 29% |
| Returns for 3 years | 13.43 | 21.29 | 63% |
| Returns for 5 years | 39.35 | 40.61 | 97% |
| Returns for 10 years | -0.68 | 46.41 | -1% |
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