Ad is loading...
FMSHX vs TESRX
FMSHX vs TESRX Comparison
Open Charts FMSHX vs TESRX
Franklin Mutual Shares R6
Price$24.28
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets6.63B
Franklin Mutual Shares R
Price$23.76
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets6.63B
FMSHX vs TESRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. TESRX commentary
Apr 28, 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 (6.63B) and TESRX (6.63B) have equal amount of cash in the bank . FMSHX pays higher dividends than TESRX: FMSHX (1.93) vs TESRX (1.40). FMSHX was incepted earlier than TESRX: FMSHX (12 years) vs TESRX (23 years). TESRX (1.25) is less costly to investors than FMSHX (0.71). 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 : -2.84 vs. TESRX (-3.50). FMSHX return over 5 years is better than : 26.35 vs. TESRX (23.66).
| FMSHX | TESRX | FMSHX / TESRX | |
| Total Expense Ratio | 0.71 | 1.25 | 57% |
| Annual Report Gross Expense Ratio | 0.71 | 1.25 | 57% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -2.529 | -2.703 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.63B | 6.63B | 100% |
| Annual Yield % from dividends | 1.93 | 1.40 | 138% |
| Returns for 1 year | -2.84 | -3.50 | 81% |
| Returns for 3 years | -2.35 | -3.76 | 63% |
| Returns for 5 years | 26.35 | 23.66 | 111% |
| Returns for 10 years | -13.53 | -15.97 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers