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FTCOX vs TESIX
FTCOX vs TESIX Comparison
Open Charts FTCOX vs TESIX
Franklin Corefolio Allocation A
Price$21.36
Change+$0.35 (+1.67%)
VolumeN/A
Net Assets872.62M
Franklin Mutual Shares A
Price$23.15
Change+$0.28 (+1.22%)
VolumeN/A
Net Assets6.38B
FTCOX vs TESIX Comparison Chart
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FTCOX vs. TESIX 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 TESIX is a Hold.
FUNDAMENTALS
Fundamentals
TESIX has more cash in the bank: 6.38B vs. FTCOX (873M). TESIX pays higher dividends than FTCOX: TESIX (1.65) vs FTCOX (0.82). 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 : -7.80 vs. FTCOX (-8.57). FTCOX return over 5 years is better than : 26.20 vs. TESIX (16.60).
| 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 | -9.166 | -6.729 | 136% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 6.38B | 14% |
| Annual Yield % from dividends | 0.82 | 1.65 | 50% |
| Returns for 1 year | -8.57 | -7.80 | 110% |
| Returns for 3 years | -2.82 | -10.14 | 28% |
| Returns for 5 years | 26.20 | 16.60 | 158% |
| Returns for 10 years | 14.84 | -18.38 | -81% |
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