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FMSHX vs TESRX
FMSHX vs TESRX Comparison
Open Charts FMSHX vs TESRX
Franklin Mutual Shares R6
Price$26.95
Change-$0.68 (-2.46%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares R
Price$26.31
Change-$0.67 (-2.48%)
VolumeN/A
CapitalizationN/A
FMSHX vs TESRX Comparison Chart
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FMSHX vs. TESRX commentary
Dec 19, 2024
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 TESRX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX (7.26B) and TESRX (7.26B) have equal amount of cash in the bank . FMSHX pays higher dividends than TESRX: FMSHX (1.88) vs TESRX (1.41). FMSHX was incepted earlier than TESRX: FMSHX (12 years) vs TESRX (23 years). FMSHX (35.16) and TESRX (35.16) 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 : 11.50 vs. TESRX (10.88). FMSHX return over 5 years is better than : 3.72 vs. TESRX (1.63).
| FMSHX | TESRX | FMSHX / TESRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 12.750 | 12.158 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.26B | 7.26B | 100% |
| Annual Yield % from dividends | 1.88 | 1.41 | 133% |
| Returns for 1 year | 11.50 | 10.88 | 106% |
| Returns for 3 years | 6.77 | 5.37 | 126% |
| Returns for 5 years | 3.72 | 1.63 | 229% |
| Returns for 10 years | 0.87 | -1.89 | -46% |
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