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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.91
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets7.09B
Franklin Corefolio Allocation A
Price$24.19
Change-$0.12 (-0.49%)
VolumeN/A
Net Assets1.03B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Sep 15, 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 (1.03B). FMSHX pays higher dividends than FTCOX: FMSHX (1.82) vs FTCOX (0.68). 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 : 4.81 vs. FMSHX (0.84). FMSHX (27.12) and FTCOX (25.89) have equivalent 5 years return.
| 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 | 8.029 | 4.600 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09B | 1.03B | 688% |
| Annual Yield % from dividends | 1.82 | 0.68 | 269% |
| Returns for 1 year | 0.84 | 4.81 | 18% |
| Returns for 3 years | 14.79 | 35.90 | 41% |
| Returns for 5 years | 27.12 | 25.89 | 105% |
| Returns for 10 years | 4.86 | 44.56 | 11% |
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