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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$25.93
Change-$0.33 (-1.26%)
VolumeN/A
Net Assets7.32B
Franklin Corefolio Allocation A
Price$23.69
Change-$0.44 (-1.82%)
VolumeN/A
Net Assets1.02B
FMSHX vs FTCOX Comparison Chart
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FMSHX vs. FTCOX commentary
Feb 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: 7.32B vs. FTCOX (1.02B). FMSHX pays higher dividends than FTCOX: FMSHX (1.88) vs FTCOX (0.48). FMSHX was incepted earlier than FTCOX: FMSHX (12 years) vs FTCOX (22 years). FMSHX is a more actively managed with annual turnover of: 35.16 vs. FTCOX (6.51). 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 : 7.27 vs. FMSHX (5.96). FTCOX return over 5 years is better than : 19.94 vs. FMSHX (3.55).
| FMSHX | FTCOX | FMSHX / FTCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 5.420 | 4.323 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.32B | 1.02B | 720% |
| Annual Yield % from dividends | 1.88 | 0.48 | 392% |
| Returns for 1 year | 5.96 | 7.27 | 82% |
| Returns for 3 years | 2.18 | 10.75 | 20% |
| Returns for 5 years | 3.55 | 19.94 | 18% |
| Returns for 10 years | -5.51 | 32.52 | -17% |
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