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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$32.52
Change+$0.20 (+0.62%)
VolumeN/A
Net Assets9.16B
Scharf Global Opportunity Institutional
Price$38.00
Change+$0.22 (+0.58%)
VolumeN/A
Net Assets29.03M
FMDRX vs WRLDX Comparison Chart in %
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FMDRX vs. WRLDX commentary
Jul 17, 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: 9.16B vs. WRLDX (29M). FMDRX pays higher dividends than WRLDX: FMDRX (1.94) vs WRLDX (0.73). 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 : 5.68 vs. FMDRX (0.82). WRLDX return over 5 years is better than : 38.43 vs. FMDRX (36.03).
| 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 | 12.652 | 7.850 | 161% |
| 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 | 29M | 31,600% |
| Annual Yield % from dividends | 1.94 | 0.73 | 266% |
| Returns for 1 year | 0.82 | 5.68 | 15% |
| Returns for 3 years | 18.47 | 24.33 | 76% |
| Returns for 5 years | 36.03 | 38.43 | 94% |
| Returns for 10 years | 0.41 | 46.55 | 1% |
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