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FMSHX vs TESRX
FMSHX vs TESRX Comparison
Open Charts FMSHX vs TESRX
Franklin Mutual Shares R6
Price$25.04
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets6.82B
Franklin Mutual Shares R
Price$24.49
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets6.82B
FMSHX vs TESRX Comparison Chart
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FMSHX vs. TESRX 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 TESRX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX (6.82B) and TESRX (6.82B) have equal amount of cash in the bank . FMSHX pays higher dividends than TESRX: FMSHX (2.00) vs TESRX (1.45). FMSHX was incepted earlier than TESRX: FMSHX (12 years) vs TESRX (23 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 : -1.41 vs. TESRX (-2.09). FMSHX return over 5 years is better than : 29.15 vs. TESRX (26.37).
| 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 | 23 years | - |
| Gain YTD | 0.883 | 0.655 | 135% |
| Front Load | N/A | N/A | - |
| 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 | 1.45 | 137% |
| Returns for 1 year | -1.41 | -2.09 | 67% |
| Returns for 3 years | 3.06 | 1.60 | 191% |
| Returns for 5 years | 29.15 | 26.37 | 111% |
| Returns for 10 years | -10.97 | -13.50 | 81% |
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