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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$25.04
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets6.82B
Franklin Corefolio Allocation A
Price$23.46
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets963.82M
FMSHX vs FTCOX Comparison Chart
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FMSHX vs. FTCOX commentary
May 23, 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: 6.82B vs. FTCOX (964M). FMSHX pays higher dividends than FTCOX: FMSHX (2.00) vs FTCOX (0.82). 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 : 0.31 vs. FMSHX (-1.41). FTCOX return over 5 years is better than : 31.73 vs. FMSHX (29.15).
| 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 | 0.883 | 1.383 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.82B | 964M | 707% |
| Annual Yield % from dividends | 2.00 | 0.82 | 242% |
| Returns for 1 year | -1.41 | 0.31 | -451% |
| Returns for 3 years | 3.06 | 19.29 | 16% |
| Returns for 5 years | 29.15 | 31.73 | 92% |
| Returns for 10 years | -10.97 | 26.90 | -41% |
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