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FMSHX vs LSPCX
FMSHX vs LSPCX Comparison
Open Charts FMSHX vs LSPCX
Franklin Mutual Shares R6
Price$25.69
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets7.23B
LoCorr Spectrum Income C
Price$5.71
Change+$0.03 (+0.53%)
VolumeN/A
Net Assets74.43M
FMSHX vs LSPCX Comparison Chart
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FMSHX vs. LSPCX commentary
Jan 19, 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 StrongBuy and LSPCX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.23B vs. LSPCX (74.4M). 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 : 13.53 vs. FMSHX (8.06). LSPCX return over 5 years is better than : 13.14 vs. FMSHX (-1.58).
| 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 | 3.131 | 3.839 | 82% |
| 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 | 74.4M | 9,723% |
| Annual Yield % from dividends | 1.88 | 7.46 | 25% |
| Returns for 1 year | 8.06 | 13.53 | 60% |
| Returns for 3 years | -2.91 | 0.10 | -2,854% |
| Returns for 5 years | -1.58 | 13.14 | -12% |
| Returns for 10 years | -2.54 | 19.25 | -13% |
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