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FTCOX vs TESRX
FTCOX vs TESRX Comparison
Open Charts FTCOX vs TESRX
Franklin Corefolio Allocation A
Price$23.68
Change+$0.17 (+0.72%)
VolumeN/A
Net Assets1.02B
Franklin Mutual Shares R
Price$26.24
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets7.18B
FTCOX vs TESRX Comparison Chart in %
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FTCOX vs. TESRX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.18B vs. FTCOX (1.02B). TESRX pays higher dividends than FTCOX: TESRX (1.36) vs FTCOX (0.69). FTCOX was incepted earlier than TESRX: FTCOX (22 years) vs TESRX (24 years). TESRX (1.25) is less costly to investors than FTCOX (1.01). TESRX is a more actively managed with annual turnover of: 33.08 vs. FTCOX (10.38). FTCOX (1000) and TESRX (1000) have matching initial minimum investment requirements. TESRX annual gain was more profitable for investors over the last year : 5.70 vs. FTCOX (3.37). FTCOX (29.95) and TESRX (29.30) have equivalent 5 years return.
| FTCOX | TESRX | FTCOX / TESRX | |
| Total Expense Ratio | 1.01 | 1.25 | 81% |
| Annual Report Gross Expense Ratio | 1.01 | 1.25 | 81% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 1.659 | 7.084 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 7.18B | 14% |
| Annual Yield % from dividends | 0.69 | 1.36 | 51% |
| Returns for 1 year | 3.37 | 5.70 | 59% |
| Returns for 3 years | 35.30 | 14.66 | 241% |
| Returns for 5 years | 29.95 | 29.30 | 102% |
| Returns for 10 years | 34.58 | -5.20 | -666% |
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