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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$25.54
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets832.15M
Franklin Mutual Global Discovery R6
Price$33.77
Change+$0.20 (+0.60%)
VolumeN/A
Net Assets9.47B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Oct 19, 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.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.47B vs. EPSYX (832M). EPSYX pays higher dividends than FMDRX: EPSYX (2.00) vs FMDRX (1.87). EPSYX was incepted earlier than FMDRX: EPSYX (20 years) vs FMDRX (12 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 : 5.58 vs. FMDRX (4.31). EPSYX return over 5 years is better than : 73.07 vs. FMDRX (41.47).
| EPSYX | FMDRX | EPSYX / FMDRX | |
| Total Expense Ratio | 0.84 | 0.88 | 95% |
| Annual Report Gross Expense Ratio | 0.89 | 0.88 | 101% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 18.779 | 17.707 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 9.47B | 9% |
| Annual Yield % from dividends | 2.00 | 1.87 | 107% |
| Returns for 1 year | 5.58 | 4.31 | 130% |
| Returns for 3 years | 59.10 | 31.69 | 187% |
| Returns for 5 years | 73.07 | 41.47 | 176% |
| Returns for 10 years | 60.15 | 14.29 | 421% |
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