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FTCOX vs MUTHX
FTCOX vs MUTHX Comparison
Open Charts FTCOX vs MUTHX
Franklin Corefolio Allocation A
Price$21.36
Change+$0.35 (+1.67%)
VolumeN/A
Net Assets872.62M
Franklin Mutual Shares Z
Price$23.56
Change+$0.28 (+1.20%)
VolumeN/A
Net Assets6.38B
FTCOX vs MUTHX Comparison Chart
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FTCOX vs. MUTHX commentary
Apr 12, 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 FTCOX is a Hold and MUTHX is a Hold.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.38B vs. FTCOX (873M). MUTHX pays higher dividends than FTCOX: MUTHX (1.88) vs FTCOX (0.82). FTCOX was incepted earlier than MUTHX: FTCOX (22 years) vs MUTHX (76 years). FTCOX (1.02) is less costly to investors than MUTHX (0.75). MUTHX is a more actively managed with annual turnover of: 35.16 vs. FTCOX (6.51). FTCOX has a lower initial minimum investment than MUTHX: FTCOX (1000) vs MUTHX (100000). MUTHX annual gain was more profitable for investors over the last year : -7.43 vs. FTCOX (-8.57). FTCOX return over 5 years is better than : 26.20 vs. MUTHX (18.05).
| FTCOX | MUTHX | FTCOX / MUTHX | |
| Total Expense Ratio | 1.02 | 0.75 | 136% |
| Annual Report Gross Expense Ratio | 1.02 | 0.75 | 136% |
| Fund Existence | 22 years | 76 years | - |
| Gain YTD | -9.166 | -6.619 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 6.38B | 14% |
| Annual Yield % from dividends | 0.82 | 1.88 | 44% |
| Returns for 1 year | -8.57 | -7.43 | 115% |
| Returns for 3 years | -2.82 | -9.37 | 30% |
| Returns for 5 years | 26.20 | 18.05 | 145% |
| Returns for 10 years | 14.84 | -16.92 | -88% |
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