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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$25.62
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets6.77B
Franklin Corefolio Allocation A
Price$23.93
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets998.35M
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Nov 20, 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: 6.77B vs. FTCOX (998M). FMSHX pays higher dividends than FTCOX: FMSHX (1.87) vs FTCOX (0.66). FMSHX was incepted earlier than FTCOX: FMSHX (13 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 : -0.39 vs. FMSHX (-8.15). FTCOX (14.78) and FMSHX (14.40) 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 | 13 years | 22 years | - |
| Gain YTD | 3.187 | 3.130 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77B | 998M | 678% |
| Annual Yield % from dividends | 1.87 | 0.66 | 283% |
| Returns for 1 year | -8.15 | -0.39 | 2,083% |
| Returns for 3 years | 9.46 | 33.18 | 29% |
| Returns for 5 years | 14.40 | 14.78 | 97% |
| Returns for 10 years | -1.75 | 38.91 | -4% |
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