Ad is loading...
Ad is loading...
FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$28.54
Change-$0.03 (-0.11%)
VolumeN/A
CapitalizationN/A
Franklin Corefolio Allocation A
Price$23.99
Change-$0.35 (-1.44%)
VolumeN/A
CapitalizationN/A
FMSHX vs FTCOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. FTCOX commentary
Nov 18, 2024
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 Sell and FTCOX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.55B vs. FTCOX (1.01B). FMSHX pays higher dividends than FTCOX: FMSHX (1.88) vs FTCOX (0.48). FMSHX was incepted earlier than FTCOX: FMSHX (12 years) vs FTCOX (21 years). 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 : 23.58 vs. FTCOX (20.68). FTCOX return over 5 years is better than : 22.95 vs. FMSHX (10.00).
| FMSHX | FTCOX | FMSHX / FTCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 16.464 | 12.220 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 1.01B | 746% |
| Annual Yield % from dividends | 1.88 | 0.48 | 392% |
| Returns for 1 year | 23.58 | 20.68 | 114% |
| Returns for 3 years | -1.52 | -4.24 | 36% |
| Returns for 5 years | 10.00 | 22.95 | 44% |
| Returns for 10 years | 4.20 | 34.50 | 12% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers