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FMDRX vs WRLDX
FMDRX vs WRLDX Comparison
Open Charts FMDRX vs WRLDX
Franklin Mutual Global Discovery R6
Price$32.10
Change-$0.21 (-0.65%)
VolumeN/A
CapitalizationN/A
Scharf Global Opportunity Institutional
Price$35.49
Change-$1.29 (-3.51%)
VolumeN/A
CapitalizationN/A
FMDRX vs WRLDX Comparison Chart
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FMDRX vs. WRLDX commentary
Dec 18, 2024
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 StrongSell and WRLDX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.02B vs. WRLDX (28M). FMDRX pays higher dividends than WRLDX: FMDRX (1.51) vs WRLDX (1.13). FMDRX was incepted earlier than WRLDX: FMDRX (12 years) vs WRLDX (10 years). FMDRX (35.47) and WRLDX (34.13) have comparable annual turnover. 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 : 7.12 vs. FMDRX (1.32). WRLDX return over 5 years is better than : 12.72 vs. FMDRX (4.85).
| FMDRX | WRLDX | FMDRX / WRLDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 5.293 | 5.199 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.02B | 28M | 32,218% |
| Annual Yield % from dividends | 1.51 | 1.13 | 133% |
| Returns for 1 year | 1.32 | 7.12 | 19% |
| Returns for 3 years | 6.79 | 6.52 | 104% |
| Returns for 5 years | 4.85 | 12.72 | 38% |
| Returns for 10 years | 2.79 | 44.68 | 6% |
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