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FMDRX vs SGIGX
FMDRX vs SGIGX Comparison
Open Charts FMDRX vs SGIGX
Franklin Mutual Global Discovery R6
Price$33.50
Change+$0.30 (+0.90%)
VolumeN/A
Net Assets9.71B
Steward Global Equity Income Fund R6
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets456.9M
FMDRX vs SGIGX Comparison Chart in %
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FMDRX vs. SGIGX 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 SGIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.71B vs. SGIGX (457M). SGIGX pays higher dividends than FMDRX: SGIGX (1.90) vs FMDRX (1.80). FMDRX was incepted earlier than SGIGX: FMDRX (13 years) vs SGIGX (8 years). SGIGX (0.91) and FMDRX (0.88) have similar cost to investors . SGIGX is a more actively managed with annual turnover of: 37.00 vs. FMDRX (34.55). SGIGX has a lower initial minimum investment than FMDRX: SGIGX (0) vs FMDRX (1000000). SGIGX annual gain was more profitable for investors over the last year : 16.51 vs. FMDRX (13.42). FMDRX return over 5 years is better than : 22.26 vs. SGIGX (21.17).
| FMDRX | SGIGX | FMDRX / SGIGX | |
| Total Expense Ratio | 0.88 | 0.91 | 97% |
| Annual Report Gross Expense Ratio | 0.88 | 0.91 | 97% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 3.556 | 3.213 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 457M | 2,125% |
| Annual Yield % from dividends | 1.80 | 1.90 | 95% |
| Returns for 1 year | 13.42 | 16.51 | 81% |
| Returns for 3 years | 19.91 | 38.30 | 52% |
| Returns for 5 years | 22.26 | 21.17 | 105% |
| Returns for 10 years | 36.85 | N/A | - |
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