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FMDRX vs SGMIX
FMDRX vs SGMIX Comparison
Open Charts FMDRX vs SGMIX
Franklin Mutual Global Discovery R6
Price$32.22
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets9.53B
SEI Global Managed Volatility I (SIMT)
Price$10.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets732.29M
FMDRX vs SGMIX Comparison Chart in %
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FMDRX vs. SGMIX commentary
Dec 29, 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 FMDRX is a Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.53B vs. SGMIX (732M). FMDRX pays higher dividends than SGMIX: FMDRX (1.76) vs SGMIX (1.43). FMDRX was incepted earlier than SGMIX: FMDRX (13 years) vs SGMIX (19 years). SGMIX (1.49) is less costly to investors than FMDRX (0.88). SGMIX is a more actively managed with annual turnover of: 85.00 vs. FMDRX (34.55). SGMIX has a lower initial minimum investment than FMDRX: SGMIX (100000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 11.80 vs. SGMIX (2.59). FMDRX return over 5 years is better than : 20.78 vs. SGMIX (5.52).
| FMDRX | SGMIX | FMDRX / SGMIX | |
| Total Expense Ratio | 0.88 | 1.26 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.49 | 59% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 12.304 | 3.696 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.53B | 732M | 1,302% |
| Annual Yield % from dividends | 1.76 | 1.43 | 123% |
| Returns for 1 year | 11.80 | 2.59 | 456% |
| Returns for 3 years | 23.19 | 11.97 | 194% |
| Returns for 5 years | 20.78 | 5.52 | 376% |
| Returns for 10 years | 18.22 | 12.42 | 147% |
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