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FMDRX vs SGIFX
FMDRX vs SGIFX Comparison
Open Charts FMDRX vs SGIFX
Franklin Mutual Global Discovery R6
Price$33.20
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets9.71B
Steward Global Equity Income Fund C
Price$40.58
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets456.9M
FMDRX vs SGIFX Comparison Chart in %
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FMDRX vs. SGIFX 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 FMDRX is a Buy and SGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.71B vs. SGIFX (457M). FMDRX pays higher dividends than SGIFX: FMDRX (1.80) vs SGIFX (0.80). FMDRX was incepted earlier than SGIFX: FMDRX (13 years) vs SGIFX (8 years). SGIFX (2.02) is less costly to investors than FMDRX (0.88). SGIFX is a more actively managed with annual turnover of: 37.00 vs. FMDRX (34.55). SGIFX has a lower initial minimum investment than FMDRX: SGIFX (1000) vs FMDRX (1000000). SGIFX annual gain was more profitable for investors over the last year : 15.97 vs. FMDRX (13.42). FMDRX return over 5 years is better than : 22.26 vs. SGIFX (18.38).
| FMDRX | SGIFX | FMDRX / SGIFX | |
| Total Expense Ratio | 0.88 | 2.02 | 44% |
| Annual Report Gross Expense Ratio | 0.88 | 2.02 | 44% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 3.556 | 3.123 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 457M | 2,125% |
| Annual Yield % from dividends | 1.80 | 0.80 | 226% |
| Returns for 1 year | 13.42 | 15.97 | 84% |
| Returns for 3 years | 19.91 | 34.58 | 58% |
| Returns for 5 years | 22.26 | 18.38 | 121% |
| Returns for 10 years | 36.85 | N/A | - |
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