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FMSHX vs LSPCX
FMSHX vs LSPCX Comparison
Open Charts FMSHX vs LSPCX
Franklin Mutual Shares R6
Price$24.61
Change-$1.16 (-4.50%)
VolumeN/A
Net Assets7.09B
LoCorr Spectrum Income C
Price$5.51
Change-$0.17 (-2.99%)
VolumeN/A
Net Assets75.31M
FMSHX vs LSPCX Comparison Chart
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FMSHX vs. LSPCX commentary
Apr 05, 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 LSPCX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.09B vs. LSPCX (75.3M). LSPCX pays higher dividends than FMSHX: LSPCX (7.38) vs FMSHX (1.93). FMSHX was incepted earlier than LSPCX: FMSHX (12 years) vs LSPCX (11 years). LSPCX (3.91) is less costly to investors than FMSHX (0.71). 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). LSPCX annual gain was more profitable for investors over the last year : 9.20 vs. FMSHX (0.45). LSPCX return over 5 years is better than : 98.46 vs. FMSHX (47.59).
| FMSHX | LSPCX | FMSHX / LSPCX | |
| Total Expense Ratio | 0.71 | 3.91 | 18% |
| Annual Report Gross Expense Ratio | 0.71 | 3.91 | 18% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 3.452 | 5.758 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09B | 75.3M | 9,420% |
| Annual Yield % from dividends | 1.93 | 7.38 | 26% |
| Returns for 1 year | 0.45 | 9.20 | 5% |
| Returns for 3 years | -0.66 | -1.65 | 40% |
| Returns for 5 years | 47.59 | 98.46 | 48% |
| Returns for 10 years | -6.94 | 15.29 | -45% |
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