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FTCOX vs TESRX
FTCOX vs TESRX Comparison
Open Charts FTCOX vs TESRX
Franklin Corefolio Allocation A
Price$21.01
Change-$0.73 (-3.36%)
VolumeN/A
Net Assets903.75M
Franklin Mutual Shares R
Price$22.76
Change-$0.82 (-3.48%)
VolumeN/A
Net Assets6.62B
FTCOX vs TESRX Comparison Chart
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FTCOX vs. TESRX commentary
Apr 11, 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 TESRX is a Hold.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 6.62B vs. FTCOX (904M). TESRX pays higher dividends than FTCOX: TESRX (1.40) vs FTCOX (0.82). FTCOX was incepted earlier than TESRX: FTCOX (22 years) vs TESRX (23 years). TESRX (1.25) is less costly to investors than FTCOX (1.02). TESRX is a more actively managed with annual turnover of: 35.16 vs. FTCOX (6.51). FTCOX (1000) and TESRX (1000) have matching initial minimum investment requirements. FTCOX (-4.90) and TESRX (-5.10) have marching annual gain over last year. FTCOX return over 5 years is better than : 30.59 vs. TESRX (19.78).
| FTCOX | TESRX | FTCOX / TESRX | |
| Total Expense Ratio | 1.02 | 1.25 | 82% |
| Annual Report Gross Expense Ratio | 1.02 | 1.25 | 82% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -6.010 | -3.440 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 904M | 6.62B | 14% |
| Annual Yield % from dividends | 0.82 | 1.40 | 59% |
| Returns for 1 year | -4.90 | -5.10 | 96% |
| Returns for 3 years | -0.08 | -7.79 | 1% |
| Returns for 5 years | 30.59 | 19.78 | 155% |
| Returns for 10 years | 18.89 | -16.17 | -117% |
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