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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.76
Change+$0.26 (+0.98%)
VolumeN/A
Net Assets7B
Franklin Corefolio Allocation A
Price$24.70
Change+$0.09 (+0.37%)
VolumeN/A
Net Assets1.03B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Dec 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 FMSHX is a StrongBuy and FTCOX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7B vs. FTCOX (1.03B). FMSHX pays higher dividends than FTCOX: FMSHX (1.82) vs FTCOX (0.66). FMSHX was incepted earlier than FTCOX: FMSHX (13 years) vs FTCOX (22 years). FTCOX (1.01) is less costly to investors than FMSHX (0.70). FMSHX is a more actively managed with annual turnover of: 33.08 vs. FTCOX (10.38). FTCOX has a lower initial minimum investment than FMSHX: FTCOX (1000) vs FMSHX (1000000). FTCOX annual gain was more profitable for investors over the last year : 0.29 vs. FMSHX (-7.45). FTCOX return over 5 years is better than : 14.81 vs. FMSHX (13.33).
| FMSHX | FTCOX | FMSHX / FTCOX | |
| Total Expense Ratio | 0.70 | 1.01 | 69% |
| Annual Report Gross Expense Ratio | 0.70 | 1.01 | 69% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 6.199 | 6.070 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 1.03B | 679% |
| Annual Yield % from dividends | 1.82 | 0.66 | 276% |
| Returns for 1 year | -7.45 | 0.29 | -2,598% |
| Returns for 3 years | 9.17 | 32.38 | 28% |
| Returns for 5 years | 13.33 | 14.81 | 90% |
| Returns for 10 years | 0.74 | 42.79 | 2% |
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