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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.85
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets7.2B
Franklin Corefolio Allocation A
Price$23.68
Change+$0.17 (+0.72%)
VolumeN/A
Net Assets1.02B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Jul 07, 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: 7.2B vs. FTCOX (1.03B). FMSHX pays higher dividends than FTCOX: FMSHX (1.86) 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). FMSHX annual gain was more profitable for investors over the last year : 6.82 vs. FTCOX (4.12). FMSHX return over 5 years is better than : 32.60 vs. FTCOX (30.89).
| 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 | 7.788 | 2.394 | 325% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.2B | 1.03B | 703% |
| Annual Yield % from dividends | 1.86 | 0.69 | 269% |
| Returns for 1 year | 6.82 | 4.12 | 165% |
| Returns for 3 years | 16.78 | 36.28 | 46% |
| Returns for 5 years | 32.60 | 30.89 | 106% |
| Returns for 10 years | -2.08 | 35.55 | -6% |