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FTCOX vs MUTHX
FTCOX vs MUTHX Comparison
Open Charts FTCOX vs MUTHX
Franklin Corefolio Allocation A
Price$24.39
Change+$0.17 (+0.70%)
VolumeN/A
Net Assets1.04B
Franklin Mutual Shares Z
Price$27.02
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets7.06B
FTCOX vs MUTHX Comparison Chart in %
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FTCOX vs. MUTHX commentary
Sep 19, 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: 7.06B vs. FTCOX (1.04B). MUTHX pays higher dividends than FTCOX: MUTHX (1.77) vs FTCOX (0.68). 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 : 4.31 vs. MUTHX (-1.03). MUTHX (26.05) and FTCOX (25.72) 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 | 4.729 | 7.942 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 7.06B | 15% |
| Annual Yield % from dividends | 0.68 | 1.77 | 38% |
| Returns for 1 year | 4.31 | -1.03 | -420% |
| Returns for 3 years | 37.90 | 15.57 | 243% |
| Returns for 5 years | 25.72 | 26.05 | 99% |
| Returns for 10 years | 45.75 | 5.72 | 799% |
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