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TEDRX vs WILCX
TEDRX vs WILCX Comparison
Open Charts TEDRX vs WILCX
Franklin Mutual Global Discovery R
Price$29.25
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets8.91B
Wasatch Global Value Institutional
Price$10.02
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets131.3M
TEDRX vs WILCX Comparison Chart
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TEDRX vs. WILCX commentary
May 11, 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 TEDRX is a StrongBuy and WILCX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 8.91B vs. WILCX (131M). WILCX pays higher dividends than TEDRX: WILCX (2.49) vs TEDRX (1.60). TEDRX was incepted earlier than WILCX: TEDRX (23 years) vs WILCX (13 years). TEDRX (1.46) is less costly to investors than WILCX (1.14). WILCX is a more actively managed with annual turnover of: 43.00 vs. TEDRX (34.55). TEDRX has a lower initial minimum investment than WILCX: TEDRX (1000) vs WILCX (100000). WILCX annual gain was more profitable for investors over the last year : 10.11 vs. TEDRX (-2.71). WILCX return over 5 years is better than : 84.67 vs. TEDRX (35.69).
| TEDRX | WILCX | TEDRX / WILCX | |
| Total Expense Ratio | 1.46 | 0.95 | 154% |
| Annual Report Gross Expense Ratio | 1.46 | 1.14 | 128% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 7.458 | 12.390 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 131M | 6,799% |
| Annual Yield % from dividends | 1.60 | 2.49 | 64% |
| Returns for 1 year | -2.71 | 10.11 | -27% |
| Returns for 3 years | 5.38 | 19.59 | 27% |
| Returns for 5 years | 35.69 | 84.67 | 42% |
| Returns for 10 years | -8.65 | 24.42 | -35% |
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