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FTCOX vs TESIX
FTCOX vs TESIX Comparison
Open Charts FTCOX vs TESIX
Franklin Corefolio Allocation A
Price$22.31
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets941.04M
Franklin Mutual Shares A
Price$24.64
Change-$0.28 (-1.12%)
VolumeN/A
Net Assets7.03B
FTCOX vs TESIX Comparison Chart
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FTCOX vs. TESIX commentary
Mar 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 TESIX is a Buy.
FUNDAMENTALS
Fundamentals
TESIX has more cash in the bank: 7.03B vs. FTCOX (941M). TESIX pays higher dividends than FTCOX: TESIX (1.61) vs FTCOX (0.78). FTCOX was incepted earlier than TESIX: FTCOX (22 years) vs TESIX (76 years). FTCOX (1.02) and TESIX (1.00) have similar cost to investors . TESIX is a more actively managed with annual turnover of: 35.16 vs. FTCOX (6.51). FTCOX (6%) and TESIX (6%) have equivalent initial investment costs. FTCOX (1000) and TESIX (1000) have matching initial minimum investment requirements. TESIX annual gain was more profitable for investors over the last year : 2.41 vs. FTCOX (1.31). FTCOX return over 5 years is better than : 39.34 vs. TESIX (27.88).
| FTCOX | TESIX | FTCOX / TESIX | |
| Total Expense Ratio | 1.02 | 1.00 | 102% |
| Annual Report Gross Expense Ratio | 1.02 | 1.00 | 102% |
| Fund Existence | 22 years | 76 years | - |
| Gain YTD | -0.303 | 3.222 | -9% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 7.03B | 13% |
| Annual Yield % from dividends | 0.78 | 1.61 | 48% |
| Returns for 1 year | 1.31 | 2.41 | 54% |
| Returns for 3 years | 10.75 | 2.80 | 385% |
| Returns for 5 years | 39.34 | 27.88 | 141% |
| Returns for 10 years | 29.61 | -7.15 | -414% |
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