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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.43M
Franklin Mutual Beacon R6
Price$18.72
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets3.54B
DGEFX vs FMBRX Comparison Chart in %
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DGEFX vs. FMBRX commentary
Dec 29, 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 Hold and FMBRX is a Hold.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.54B vs. DGEFX (482M). DGEFX pays higher dividends than FMBRX: DGEFX (2.13) vs FMBRX (1.62). DGEFX was incepted earlier than FMBRX: DGEFX (9 years) vs FMBRX (13 years). DGEFX (1.07) 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). FMBRX annual gain was more profitable for investors over the last year : 17.15 vs. DGEFX (11.53). DGEFX return over 5 years is better than : 60.41 vs. FMBRX (22.86).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 1.07 | 0.72 | 149% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.526 | 18.331 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 3.54B | 14% |
| Annual Yield % from dividends | 2.13 | 1.62 | 132% |
| Returns for 1 year | 11.53 | 17.15 | 67% |
| Returns for 3 years | 32.67 | 36.26 | 90% |
| Returns for 5 years | 60.41 | 22.86 | 264% |
| Returns for 10 years | N/A | 40.64 | - |
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