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FMSHX vs LSPCX
FMSHX vs LSPCX Comparison
Open Charts FMSHX vs LSPCX
Franklin Mutual Shares R6
Price$25.93
Change-$0.33 (-1.26%)
VolumeN/A
Net Assets7.22B
LoCorr Spectrum Income C
Price$5.73
Change-$0.03 (-0.52%)
VolumeN/A
Net Assets75.51M
FMSHX vs LSPCX Comparison Chart
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FMSHX vs. LSPCX 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 LSPCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.23B vs. LSPCX (75.5M). 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). LSPCX annual gain was more profitable for investors over the last year : 13.66 vs. FMSHX (4.63). LSPCX return over 5 years is better than : 16.05 vs. FMSHX (2.25).
| 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 | 4.095 | 5.388 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.23B | 75.5M | 9,570% |
| Annual Yield % from dividends | 1.88 | 7.46 | 25% |
| Returns for 1 year | 4.63 | 13.66 | 34% |
| Returns for 3 years | 0.89 | 3.75 | 24% |
| Returns for 5 years | 2.25 | 16.05 | 14% |
| Returns for 10 years | -6.69 | 15.14 | -44% |
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