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FMSHX vs TESIX
FMSHX vs TESIX Comparison
Open Charts FMSHX vs TESIX
Franklin Mutual Shares R6
Price$25.04
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets6.82B
Franklin Mutual Shares A
Price$24.62
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets6.82B
FMSHX vs TESIX Comparison Chart
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FMSHX vs. TESIX 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 TESIX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX (6.82B) and TESIX (6.82B) have equal amount of cash in the bank . FMSHX pays higher dividends than TESIX: FMSHX (2.00) vs TESIX (1.72). FMSHX was incepted earlier than TESIX: FMSHX (12 years) vs TESIX (76 years). TESIX (1.00) is less costly to investors than FMSHX (0.70). FMSHX (33.08) and TESIX (33.08) have comparable annual turnover. TESIX has a lower initial minimum investment than FMSHX: TESIX (1000) vs FMSHX (1000000). FMSHX annual gain was more profitable for investors over the last year : -1.41 vs. TESIX (-1.82). FMSHX return over 5 years is better than : 29.15 vs. TESIX (27.50).
| FMSHX | TESIX | FMSHX / TESIX | |
| Total Expense Ratio | 0.70 | 1.00 | 70% |
| Annual Report Gross Expense Ratio | 0.70 | 1.00 | 70% |
| Fund Existence | 12 years | 76 years | - |
| Gain YTD | 0.883 | 0.775 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.82B | 6.82B | 100% |
| Annual Yield % from dividends | 2.00 | 1.72 | 116% |
| Returns for 1 year | -1.41 | -1.82 | 78% |
| Returns for 3 years | 3.06 | 2.16 | 141% |
| Returns for 5 years | 29.15 | 27.50 | 106% |
| Returns for 10 years | -10.97 | -12.61 | 87% |
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