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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$25.70
Change-$0.26 (-1.00%)
VolumeN/A
Net Assets6.92B
Franklin Corefolio Allocation A
Price$23.62
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets1.02B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Aug 02, 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 FMSHX is a Hold and FTCOX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 6.92B vs. FTCOX (1.02B). FMSHX pays higher dividends than FTCOX: FMSHX (1.90) vs FTCOX (0.69). FMSHX was incepted earlier than FTCOX: FMSHX (12 years) vs FTCOX (22 years). FTCOX (1.01) is less costly to investors than FMSHX (0.70). FMSHX is a more actively managed with annual turnover of: 33.08 vs. FTCOX (10.38). FTCOX has a lower initial minimum investment than FMSHX: FTCOX (1000) vs FMSHX (1000000). FTCOX annual gain was more profitable for investors over the last year : 3.84 vs. FMSHX (-0.90). FTCOX (26.01) and FMSHX (24.88) have equivalent 5 years return.
| FMSHX | FTCOX | FMSHX / FTCOX | |
| Total Expense Ratio | 0.70 | 1.01 | 69% |
| Annual Report Gross Expense Ratio | 0.70 | 1.01 | 69% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 4.215 | 2.567 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.92B | 1.02B | 681% |
| Annual Yield % from dividends | 1.90 | 0.69 | 276% |
| Returns for 1 year | -0.90 | 3.84 | -23% |
| Returns for 3 years | 9.57 | 27.67 | 35% |
| Returns for 5 years | 24.88 | 26.01 | 96% |
| Returns for 10 years | -5.73 | 33.20 | -17% |
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