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CGVIX vs FMDRX
CGVIX vs FMDRX Comparison
Open Charts CGVIX vs FMDRX
Causeway Global Value Inst
Price$16.40
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets90.15M
Franklin Mutual Global Discovery R6
Price$34.50
Change-$0.18 (-0.52%)
VolumeN/A
Net Assets9.57B
CGVIX vs FMDRX Comparison Chart in %
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CGVIX vs. FMDRX commentary
Dec 13, 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 Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.57B vs. CGVIX (90.2M). FMDRX pays higher dividends than CGVIX: FMDRX (1.76) vs CGVIX (1.09). 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: 68.00 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 : 8.03 vs. CGVIX (4.32). CGVIX return over 5 years is better than : 59.03 vs. FMDRX (27.36).
| 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 | 32.183 | 20.878 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.2M | 9.57B | 1% |
| Annual Yield % from dividends | 1.09 | 1.76 | 62% |
| Returns for 1 year | 4.32 | 8.03 | 54% |
| Returns for 3 years | 52.97 | 21.88 | 242% |
| Returns for 5 years | 59.03 | 27.36 | 216% |
| Returns for 10 years | 82.85 | 21.92 | 378% |
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