EPSYX
Price
$25.63
Change
-$0.28 (-1.08%)
Updated
Nov 13 closing price
Net Assets
835.97M
FMDRX
Price
$33.48
Change
-$0.37 (-1.09%)
Updated
Nov 13 closing price
Net Assets
9.32B
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EPSYX vs FMDRX

Header iconEPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRXBanner chart's image
NYLI Epoch Global Equity Yield
Price$25.63
Change-$0.28 (-1.08%)
VolumeN/A
Net Assets835.97M
Franklin Mutual Global Discovery R6
Price$33.48
Change-$0.37 (-1.09%)
VolumeN/A
Net Assets9.32B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX 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 EPSYX is a Hold and FMDRX is a Hold.

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FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.32B vs. EPSYX (836M). EPSYX pays higher dividends than FMDRX: EPSYX (1.99) vs FMDRX (1.79). EPSYX was incepted earlier than FMDRX: EPSYX (20 years) vs FMDRX (13 years). EPSYX (0.89) and FMDRX (0.88) have similar cost to investors . FMDRX is a more actively managed with annual turnover of: 34.55 vs. EPSYX (18.00). EPSYX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. EPSYX annual gain was more profitable for investors over the last year : 8.90 vs. FMDRX (5.36). EPSYX return over 5 years is better than : 67.22 vs. FMDRX (30.41).
EPSYXFMDRXEPSYX / FMDRX
Total Expense Ratio0.840.8895%
Annual Report Gross Expense Ratio0.890.88101%
Fund Existence20 years13 years-
Gain YTD19.19816.696115%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets836M9.32B9%
Annual Yield % from dividends1.991.79111%
Returns for 1 year8.905.36166%
Returns for 3 years46.2919.85233%
Returns for 5 years67.2230.41221%
Returns for 10 years65.3813.52483%
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