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FMDRX vs OAKWX
FMDRX vs OAKWX Comparison
Open Charts FMDRX vs OAKWX
Franklin Mutual Global Discovery R6
Price$33.50
Change-$0.25 (-0.74%)
VolumeN/A
Net Assets9.67B
Oakmark Global Select Investor
Price$26.03
Change-$0.19 (-0.72%)
VolumeN/A
Net Assets1.01B
FMDRX vs OAKWX Comparison Chart in %
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FMDRX vs. OAKWX commentary
Feb 03, 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 FMDRX is a Buy and OAKWX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.68B vs. OAKWX (1.01B). FMDRX pays higher dividends than OAKWX: FMDRX (1.80) vs OAKWX (1.38). FMDRX was incepted earlier than OAKWX: FMDRX (13 years) vs OAKWX (19 years). OAKWX (1.13) is less costly to investors than FMDRX (0.88). OAKWX is a more actively managed with annual turnover of: 65.00 vs. FMDRX (34.55). OAKWX has a lower initial minimum investment than FMDRX: OAKWX (0) vs FMDRX (1000000). OAKWX annual gain was more profitable for investors over the last year : 17.87 vs. FMDRX (12.37). OAKWX return over 5 years is better than : 30.91 vs. FMDRX (23.06).
| FMDRX | OAKWX | FMDRX / OAKWX | |
| Total Expense Ratio | 0.88 | 1.13 | 78% |
| Annual Report Gross Expense Ratio | 0.88 | 1.13 | 78% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 3.525 | 3.985 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.68B | 1.01B | 957% |
| Annual Yield % from dividends | 1.80 | 1.38 | 131% |
| Returns for 1 year | 12.37 | 17.87 | 69% |
| Returns for 3 years | 19.87 | 41.26 | 48% |
| Returns for 5 years | 23.06 | 30.91 | 75% |
| Returns for 10 years | 36.81 | 110.45 | 33% |
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