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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$24.89
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets851.12M
Franklin Mutual Global Discovery R6
Price$32.22
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets9.53B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Dec 28, 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: 9.53B vs. EPSYX (851M). EPSYX pays higher dividends than FMDRX: EPSYX (1.96) vs FMDRX (1.76). 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 : 14.25 vs. FMDRX (11.80). EPSYX return over 5 years is better than : 57.69 vs. FMDRX (20.78).
| 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 | 13 years | - |
| Gain YTD | 15.756 | 12.304 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 851M | 9.53B | 9% |
| Annual Yield % from dividends | 1.96 | 1.76 | 112% |
| Returns for 1 year | 14.25 | 11.80 | 121% |
| Returns for 3 years | 40.00 | 23.19 | 173% |
| Returns for 5 years | 57.69 | 20.78 | 278% |
| Returns for 10 years | 70.30 | 18.22 | 386% |
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