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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$24.25
Change+$0.24 (+1.00%)
VolumeN/A
Net Assets6.56B
Franklin Corefolio Allocation A
Price$21.96
Change+$0.47 (+2.19%)
VolumeN/A
Net Assets889.52M
FMSHX vs FTCOX Comparison Chart
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FMSHX vs. FTCOX commentary
Apr 25, 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: 6.56B vs. FTCOX (890M). FMSHX pays higher dividends than FTCOX: FMSHX (1.93) vs FTCOX (0.82). FMSHX was incepted earlier than FTCOX: FMSHX (12 years) vs FTCOX (22 years). FTCOX (1.02) is less costly to investors than FMSHX (0.71). FMSHX is a more actively managed with annual turnover of: 35.16 vs. FTCOX (6.51). FTCOX has a lower initial minimum investment than FMSHX: FTCOX (1000) vs FMSHX (1000000). FMSHX (-4.14) and FTCOX (-4.17) have marching annual gain over last year. FTCOX return over 5 years is better than : 26.78 vs. FMSHX (24.94).
| FMSHX | FTCOX | FMSHX / FTCOX | |
| Total Expense Ratio | 0.71 | 1.02 | 70% |
| Annual Report Gross Expense Ratio | 0.71 | 1.02 | 70% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | -3.613 | -7.090 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 890M | 737% |
| Annual Yield % from dividends | 1.93 | 0.82 | 234% |
| Returns for 1 year | -4.14 | -4.17 | 99% |
| Returns for 3 years | -5.45 | 1.86 | -293% |
| Returns for 5 years | 24.94 | 26.78 | 93% |
| Returns for 10 years | -14.27 | 16.97 | -84% |
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