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FMSHX vs MUTHX
FMSHX vs MUTHX Comparison
Open Charts FMSHX vs MUTHX
Franklin Mutual Shares R6
Price$25.04
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets6.82B
Franklin Mutual Shares Z
Price$25.06
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets6.82B
FMSHX vs MUTHX Comparison Chart
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FMSHX vs. MUTHX commentary
May 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 MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX (6.82B) and MUTHX (6.82B) have equal amount of cash in the bank . FMSHX (2.00) and MUTHX (1.95) 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 (0.70). FMSHX (33.08) and MUTHX (33.08) have comparable annual turnover. MUTHX has a lower initial minimum investment than FMSHX: MUTHX (100000) vs FMSHX (1000000). FMSHX (-1.41) and MUTHX (-1.46) have marching annual gain over last year. FMSHX (29.15) and MUTHX (28.99) have equivalent 5 years return.
| FMSHX | MUTHX | FMSHX / MUTHX | |
| Total Expense Ratio | 0.70 | 0.75 | 93% |
| Annual Report Gross Expense Ratio | 0.70 | 0.75 | 93% |
| Fund Existence | 12 years | 76 years | - |
| Gain YTD | 0.883 | 0.882 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.82B | 6.82B | 100% |
| Annual Yield % from dividends | 2.00 | 1.95 | 103% |
| Returns for 1 year | -1.41 | -1.46 | 97% |
| Returns for 3 years | 3.06 | 2.99 | 102% |
| Returns for 5 years | 29.15 | 28.99 | 101% |
| Returns for 10 years | -10.97 | -11.08 | 99% |
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