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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.26
Change-$0.12 (-0.45%)
VolumeN/A
Net Assets7.04B
Franklin Corefolio Allocation A
Price$24.46
Change-$0.14 (-0.57%)
VolumeN/A
Net Assets1.04B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Oct 09, 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: 7.04B vs. FTCOX (1.04B). FMSHX pays higher dividends than FTCOX: FMSHX (1.84) vs FTCOX (0.67). 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 : 5.36 vs. FMSHX (-2.05). FMSHX (24.75) and FTCOX (23.86) 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 | 5.917 | 6.373 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 1.04B | 676% |
| Annual Yield % from dividends | 1.84 | 0.67 | 275% |
| Returns for 1 year | -2.05 | 5.36 | -38% |
| Returns for 3 years | 24.98 | 49.02 | 51% |
| Returns for 5 years | 24.75 | 23.86 | 104% |
| Returns for 10 years | 1.66 | 45.99 | 4% |
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