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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.10
Change-$0.29 (-1.10%)
VolumeN/A
Net Assets6.96B
Franklin Corefolio Allocation A
Price$24.31
Change-$0.41 (-1.66%)
VolumeN/A
Net Assets1.04B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Nov 14, 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: 6.96B vs. FTCOX (1.04B). FMSHX pays higher dividends than FTCOX: FMSHX (1.87) 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 : 1.43 vs. FMSHX (-6.34). FTCOX return over 5 years is better than : 19.36 vs. FMSHX (18.25).
| 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 | 5.958 | 6.892 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 1.04B | 672% |
| Annual Yield % from dividends | 1.87 | 0.66 | 283% |
| Returns for 1 year | -6.34 | 1.43 | -442% |
| Returns for 3 years | 11.17 | 36.31 | 31% |
| Returns for 5 years | 18.25 | 19.36 | 94% |
| Returns for 10 years | 3.29 | 48.24 | 7% |
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