Ad is loading...
FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$24.61
Change-$1.16 (-4.50%)
VolumeN/A
Net Assets7.09B
Franklin Corefolio Allocation A
Price$21.60
Change-$1.07 (-4.72%)
VolumeN/A
Net Assets945.17M
FMSHX vs FTCOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. FTCOX commentary
Apr 04, 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: 7.09B vs. FTCOX (945M). 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 annual gain was more profitable for investors over the last year : 0.45 vs. FTCOX (-1.90). FTCOX return over 5 years is better than : 50.20 vs. FMSHX (47.59).
| 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 | 3.452 | -1.989 | -174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09B | 945M | 751% |
| Annual Yield % from dividends | 1.93 | 0.82 | 234% |
| Returns for 1 year | 0.45 | -1.90 | -23% |
| Returns for 3 years | -0.66 | -0.02 | 2,764% |
| Returns for 5 years | 47.59 | 50.20 | 95% |
| Returns for 10 years | -6.94 | 25.24 | -27% |
View a ticker or compare two or three
VS
VS
Ad is loading...