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FTCOX vs MUTHX
FTCOX vs MUTHX Comparison
Open Charts FTCOX vs MUTHX
Franklin Corefolio Allocation A
Price$23.64
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets1.02B
Franklin Mutual Shares Z
Price$26.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.92B
FTCOX vs MUTHX Comparison Chart in %
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FTCOX vs. MUTHX commentary
Aug 08, 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: 6.92B vs. FTCOX (1.02B). MUTHX pays higher dividends than FTCOX: MUTHX (1.85) vs FTCOX (0.69). FTCOX was incepted earlier than MUTHX: FTCOX (22 years) vs MUTHX (76 years). FTCOX (1.01) 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 : 8.53 vs. MUTHX (2.54). FTCOX (22.52) and MUTHX (21.94) have equivalent 5 years return.
| FTCOX | MUTHX | FTCOX / MUTHX | |
| Total Expense Ratio | 1.01 | 0.75 | 135% |
| Annual Report Gross Expense Ratio | 1.01 | 0.75 | 135% |
| Fund Existence | 22 years | 76 years | - |
| Gain YTD | 1.746 | 4.292 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 6.92B | 15% |
| Annual Yield % from dividends | 0.69 | 1.85 | 37% |
| Returns for 1 year | 8.53 | 2.54 | 335% |
| Returns for 3 years | 25.12 | 8.35 | 301% |
| Returns for 5 years | 22.52 | 21.94 | 103% |
| Returns for 10 years | 33.66 | -5.03 | -669% |
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