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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$30.03
Change+$0.31 (+1.04%)
VolumeN/A
Net Assets8.61B
Scharf Global Opportunity Institutional
Price$35.45
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets27.13M
FMDRX vs WRLDX Comparison Chart
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FMDRX vs. WRLDX commentary
Apr 26, 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 StrongBuy and WRLDX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.61B vs. WRLDX (27.1M). FMDRX pays higher dividends than WRLDX: FMDRX (2.03) vs WRLDX (0.76). FMDRX was incepted earlier than WRLDX: FMDRX (12 years) vs WRLDX (11 years). WRLDX (1.39) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 35.47 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 : 4.86 vs. FMDRX (-3.92). WRLDX return over 5 years is better than : 41.35 vs. FMDRX (38.61).
| FMDRX | WRLDX | FMDRX / WRLDX | |
| Total Expense Ratio | 0.89 | 0.63 | 141% |
| Annual Report Gross Expense Ratio | 0.89 | 1.39 | 64% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 3.590 | 1.399 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.61B | 27.1M | 31,768% |
| Annual Yield % from dividends | 2.03 | 0.76 | 266% |
| Returns for 1 year | -3.92 | 4.86 | -81% |
| Returns for 3 years | -0.34 | 8.20 | -4% |
| Returns for 5 years | 38.61 | 41.35 | 93% |
| Returns for 10 years | -8.73 | 34.74 | -25% |
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