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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$25.80
Change-$0.32 (-1.23%)
VolumeN/A
Net Assets7.05B
Franklin Corefolio Allocation A
Price$24.09
Change-$0.31 (-1.27%)
VolumeN/A
Net Assets999.34M
FMSHX vs FTCOX Comparison Chart
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FMSHX vs. FTCOX commentary
Jun 15, 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 Buy and FTCOX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.05B vs. FTCOX (999M). FMSHX pays higher dividends than FTCOX: FMSHX (1.94) vs FTCOX (0.78). 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). FMSHX annual gain was more profitable for investors over the last year : 4.40 vs. FTCOX (3.67). FTCOX return over 5 years is better than : 32.56 vs. FMSHX (28.29).
| 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 | 4.857 | 5.491 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.05B | 999M | 706% |
| Annual Yield % from dividends | 1.94 | 0.78 | 250% |
| Returns for 1 year | 4.40 | 3.67 | 120% |
| Returns for 3 years | 14.51 | 32.36 | 45% |
| Returns for 5 years | 28.29 | 32.56 | 87% |
| Returns for 10 years | -6.13 | 34.01 | -18% |
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