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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
Causeway Global Value Inst
Price$15.70
Change-$0.15 (-0.95%)
VolumeN/A
Net Assets85.41M
Franklin Mutual Global Discovery R6
Price$33.48
Change-$0.37 (-1.09%)
VolumeN/A
Net Assets9.32B
CGVIX vs FMDRX Comparison Chart in %
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CGVIX vs. FMDRX commentary
Nov 14, 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 CGVIX is a Buy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.32B vs. CGVIX (85.4M). FMDRX pays higher dividends than CGVIX: FMDRX (1.79) vs CGVIX (1.10). CGVIX was incepted earlier than FMDRX: CGVIX (18 years) vs FMDRX (13 years). CGVIX (1.19) is less costly to investors than FMDRX (0.88). CGVIX is a more actively managed with annual turnover of: 85.00 vs. FMDRX (34.55). CGVIX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. FMDRX annual gain was more profitable for investors over the last year : 6.45 vs. CGVIX (3.99). CGVIX return over 5 years is better than : 66.54 vs. FMDRX (31.85).
| CGVIX | FMDRX | CGVIX / FMDRX | |
| Total Expense Ratio | 0.85 | 0.88 | 97% |
| Annual Report Gross Expense Ratio | 1.19 | 0.88 | 135% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 26.003 | 17.985 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 9.32B | 1% |
| Annual Yield % from dividends | 1.10 | 1.79 | 62% |
| Returns for 1 year | 3.99 | 6.45 | 62% |
| Returns for 3 years | 50.27 | 20.14 | 250% |
| Returns for 5 years | 66.54 | 31.85 | 209% |
| Returns for 10 years | 70.86 | 15.82 | 448% |
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