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FMDRX vs SGMIX
FMDRX vs SGMIX Comparison
Open Charts FMDRX vs SGMIX
Franklin Mutual Global Discovery R6
Price$33.20
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets9.71B
SEI Global Managed Volatility I (SIMT)
Price$10.28
Change-$0.58 (-5.34%)
VolumeN/A
Net Assets723.34M
FMDRX vs SGMIX Comparison Chart in %
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FMDRX vs. SGMIX commentary
Feb 04, 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 SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.71B vs. SGMIX (723M). FMDRX pays higher dividends than SGMIX: FMDRX (1.80) vs SGMIX (0.00). 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: 78.00 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 : 13.42 vs. SGMIX (2.39). FMDRX return over 5 years is better than : 22.26 vs. SGMIX (5.93).
| 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 | 3.556 | 2.493 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.71B | 723M | 1,343% |
| Annual Yield % from dividends | 1.80 | 0.00 | 200,268% |
| Returns for 1 year | 13.42 | 2.39 | 561% |
| Returns for 3 years | 19.91 | 13.20 | 151% |
| Returns for 5 years | 22.26 | 5.93 | 375% |
| Returns for 10 years | 36.85 | 20.44 | 180% |
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