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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
Franklin Mutual Beacon R6
Price$18.20
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets3.37B
DGEFX vs FMBRX Comparison Chart in %
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DGEFX vs. FMBRX commentary
Jul 07, 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 DGEFX is a Buy and FMBRX is a Buy.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.37B vs. DGEFX (473M). DGEFX pays higher dividends than FMBRX: DGEFX (2.44) vs FMBRX (1.80). DGEFX was incepted earlier than FMBRX: DGEFX (8 years) vs FMBRX (12 years). DGEFX (1.08) is less costly to investors than FMBRX (0.72). DGEFX is a more actively managed with annual turnover of: 45.00 vs. FMBRX (15.03). DGEFX has a lower initial minimum investment than FMBRX: DGEFX (0) vs FMBRX (1000000). DGEFX annual gain was more profitable for investors over the last year : 18.33 vs. FMBRX (13.59). DGEFX return over 5 years is better than : 75.26 vs. FMBRX (41.25).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | 0.96 | 0.72 | 133% |
| Annual Report Gross Expense Ratio | 1.08 | 0.72 | 150% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 10.869 | 15.044 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 3.37B | 14% |
| Annual Yield % from dividends | 2.44 | 1.80 | 136% |
| Returns for 1 year | 18.33 | 13.59 | 135% |
| Returns for 3 years | 34.09 | 21.05 | 162% |
| Returns for 5 years | 75.26 | 41.25 | 182% |
| Returns for 10 years | N/A | 16.39 | - |
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