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EPSYX vs FMDRX
EPSYX vs FMDRX Comparison
Open Charts EPSYX vs FMDRX
NYLI Epoch Global Equity Yield
Price$26.10
Change+$0.53 (+2.07%)
VolumeN/A
Net Assets887.77M
Franklin Mutual Global Discovery R6
Price$33.20
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets9.71B
EPSYX vs FMDRX Comparison Chart in %
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EPSYX vs. FMDRX commentary
Feb 05, 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 EPSYX is a Hold and FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.71B vs. EPSYX (888M). EPSYX pays higher dividends than FMDRX: EPSYX (2.18) vs FMDRX (1.80). 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 (30.00). EPSYX (1000000) and FMDRX (1000000) have matching initial minimum investment requirements. EPSYX annual gain was more profitable for investors over the last year : 17.89 vs. FMDRX (13.42). EPSYX return over 5 years is better than : 61.23 vs. FMDRX (22.26).
| 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 | 5.668 | 3.556 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 9.71B | 9% |
| Annual Yield % from dividends | 2.18 | 1.80 | 121% |
| Returns for 1 year | 17.89 | 13.42 | 133% |
| Returns for 3 years | 41.00 | 19.91 | 206% |
| Returns for 5 years | 61.23 | 22.26 | 275% |
| Returns for 10 years | 85.80 | 36.85 | 233% |
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