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FTCOX vs MUTHX
FTCOX vs MUTHX Comparison
Open Charts FTCOX vs MUTHX
Franklin Corefolio Allocation A
Price$22.84
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets935.93M
Franklin Mutual Shares Z
Price$24.89
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets6.73B
FTCOX vs MUTHX Comparison Chart
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FTCOX vs. MUTHX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.73B vs. FTCOX (936M). MUTHX pays higher dividends than FTCOX: MUTHX (1.95) 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: 33.08 vs. FTCOX (10.38). FTCOX has a lower initial minimum investment than MUTHX: FTCOX (1000) vs MUTHX (100000). FTCOX annual gain was more profitable for investors over the last year : -1.53 vs. MUTHX (-1.96). FTCOX return over 5 years is better than : 28.11 vs. MUTHX (25.11).
| 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 | -2.378 | -1.404 | 169% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 936M | 6.73B | 14% |
| Annual Yield % from dividends | 0.82 | 1.95 | 42% |
| Returns for 1 year | -1.53 | -1.96 | 78% |
| Returns for 3 years | 12.66 | -0.48 | -2,660% |
| Returns for 5 years | 28.11 | 25.11 | 112% |
| Returns for 10 years | 23.29 | -12.48 | -187% |
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