Ad is loading...
FMSHX vs MUTHX
FMSHX vs MUTHX Comparison
Open Charts FMSHX vs MUTHX
Franklin Mutual Shares R6
Price$24.61
Change-$1.16 (-4.50%)
VolumeN/A
Net Assets7.09B
Franklin Mutual Shares Z
Price$24.63
Change-$1.17 (-4.53%)
VolumeN/A
Net Assets7.09B
FMSHX vs MUTHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. MUTHX commentary
Apr 04, 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 MUTHX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX (7.09B) and MUTHX (7.09B) have equal amount of cash in the bank . FMSHX (1.93) and MUTHX (1.88) have matching dividends . FMSHX was incepted earlier than MUTHX: FMSHX (12 years) vs MUTHX (76 years). MUTHX (0.75) is less costly to investors than FMSHX (0.71). FMSHX (35.16) and MUTHX (35.16) have comparable annual turnover. MUTHX has a lower initial minimum investment than FMSHX: MUTHX (100000) vs FMSHX (1000000). FMSHX (0.45) and MUTHX (0.44) have marching annual gain over last year. FMSHX (47.59) and MUTHX (47.46) have equivalent 5 years return.
| FMSHX | MUTHX | FMSHX / MUTHX | |
| Total Expense Ratio | 0.71 | 0.75 | 95% |
| Annual Report Gross Expense Ratio | 0.71 | 0.75 | 95% |
| Fund Existence | 12 years | 76 years | - |
| Gain YTD | 3.452 | 3.490 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.09B | 7.09B | 100% |
| Annual Yield % from dividends | 1.93 | 1.88 | 103% |
| Returns for 1 year | 0.45 | 0.44 | 102% |
| Returns for 3 years | -0.66 | -0.72 | 92% |
| Returns for 5 years | 47.59 | 47.46 | 100% |
| Returns for 10 years | -6.94 | -7.02 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...