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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
Franklin Mutual Beacon R6
Price$19.41
Change+$0.77 (+4.13%)
VolumeN/A
Net Assets3.64B
DGEFX vs FMBRX Comparison Chart in %
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DGEFX vs. FMBRX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.64B vs. DGEFX (502M). DGEFX pays higher dividends than FMBRX: DGEFX (1.83) vs FMBRX (1.35). 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 : 19.74 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. FMBRX (25.56).
| 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 | 6.200 | 4.467 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 3.64B | 14% |
| Annual Yield % from dividends | 1.83 | 1.35 | 136% |
| Returns for 1 year | 15.03 | 19.74 | 76% |
| Returns for 3 years | 36.76 | 30.77 | 119% |
| Returns for 5 years | 63.46 | 25.56 | 248% |
| Returns for 10 years | N/A | 62.48 | - |
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