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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$27.22
Change+$0.53 (+1.99%)
VolumeN/A
Net Assets7.21B
Franklin Corefolio Allocation A
Price$24.07
Change+$0.37 (+1.56%)
VolumeN/A
Net Assets1.03B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Aug 26, 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: 7.21B vs. FTCOX (1.03B). 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 : 4.38 vs. FMSHX (2.53). FMSHX return over 5 years is better than : 28.70 vs. FTCOX (24.13).
| 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 | 9.273 | 4.081 | 227% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.21B | 1.03B | 699% |
| Annual Yield % from dividends | 1.90 | 0.69 | 276% |
| Returns for 1 year | 2.53 | 4.38 | 58% |
| Returns for 3 years | 12.78 | 30.11 | 42% |
| Returns for 5 years | 28.70 | 24.13 | 119% |
| Returns for 10 years | 9.67 | 50.82 | 19% |
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