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FMSHX vs LSPCX
FMSHX vs LSPCX Comparison
Open Charts FMSHX vs LSPCX
Franklin Mutual Shares R6
Price$28.54
Change-$0.03 (-0.11%)
VolumeN/A
CapitalizationN/A
LoCorr Spectrum Income C
Price$5.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FMSHX vs LSPCX Comparison Chart
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FMSHX vs. LSPCX commentary
Nov 18, 2024
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 Sell and LSPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.55B vs. LSPCX (71.6M). LSPCX pays higher dividends than FMSHX: LSPCX (7.46) vs FMSHX (1.88). FMSHX was incepted earlier than LSPCX: FMSHX (12 years) vs LSPCX (11 years). LSPCX is a more actively managed with annual turnover of: 38.00 vs. FMSHX (35.16). LSPCX has a lower initial minimum investment than FMSHX: LSPCX (2500) vs FMSHX (1000000). FMSHX annual gain was more profitable for investors over the last year : 23.58 vs. LSPCX (13.46). LSPCX return over 5 years is better than : 13.92 vs. FMSHX (10.00).
| FMSHX | LSPCX | FMSHX / LSPCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 16.464 | 8.944 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 71.6M | 10,549% |
| Annual Yield % from dividends | 1.88 | 7.46 | 25% |
| Returns for 1 year | 23.58 | 13.46 | 175% |
| Returns for 3 years | -1.52 | -4.49 | 34% |
| Returns for 5 years | 10.00 | 13.92 | 72% |
| Returns for 10 years | 4.20 | 10.91 | 39% |
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