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FMSHX vs TESRX
FMSHX vs TESRX Comparison
Open Charts FMSHX vs TESRX
Franklin Mutual Shares R6
Price$26.85
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets7.2B
Franklin Mutual Shares R
Price$26.24
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets7.2B
FMSHX vs TESRX Comparison Chart in %
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FMSHX vs. TESRX commentary
Jul 07, 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 TESRX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX (7.2B) and TESRX (7.2B) have equal amount of cash in the bank . FMSHX pays higher dividends than TESRX: FMSHX (1.86) vs TESRX (1.36). FMSHX was incepted earlier than TESRX: FMSHX (12 years) vs TESRX (24 years). TESRX (1.25) is less costly to investors than FMSHX (0.70). FMSHX (33.08) and TESRX (33.08) have comparable annual turnover. TESRX has a lower initial minimum investment than FMSHX: TESRX (1000) vs FMSHX (1000000). FMSHX annual gain was more profitable for investors over the last year : 6.82 vs. TESRX (6.06). FMSHX return over 5 years is better than : 32.60 vs. TESRX (29.74).
| FMSHX | TESRX | FMSHX / TESRX | |
| Total Expense Ratio | 0.70 | 1.25 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.25 | 56% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 7.788 | 7.453 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.2B | 7.2B | 100% |
| Annual Yield % from dividends | 1.86 | 1.36 | 137% |
| Returns for 1 year | 6.82 | 6.06 | 112% |
| Returns for 3 years | 16.78 | 15.06 | 111% |
| Returns for 5 years | 32.60 | 29.74 | 110% |
| Returns for 10 years | -2.08 | -4.87 | 43% |
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