Interact to see
Advertisement
Advertisement
FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.24
Change+$0.17 (+0.65%)
VolumeN/A
Net Assets6.93B
Franklin Corefolio Allocation A
Price$24.49
Change+$0.22 (+0.91%)
VolumeN/A
Net Assets1.02B
FMSHX vs FTCOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. FTCOX commentary
Oct 21, 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 Hold and FTCOX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 6.93B vs. FTCOX (1.02B). FMSHX pays higher dividends than FTCOX: FMSHX (1.84) vs FTCOX (0.67). FMSHX was incepted earlier than FTCOX: FMSHX (12 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 : 1.40 vs. FMSHX (-5.37). FMSHX return over 5 years is better than : 23.99 vs. FTCOX (21.31).
| FMSHX | FTCOX | FMSHX / FTCOX | |
| Total Expense Ratio | 0.70 | 1.01 | 69% |
| Annual Report Gross Expense Ratio | 0.70 | 1.01 | 69% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 4.673 | 4.946 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 1.02B | 677% |
| Annual Yield % from dividends | 1.84 | 0.67 | 275% |
| Returns for 1 year | -5.37 | 1.40 | -382% |
| Returns for 3 years | 20.13 | 44.94 | 45% |
| Returns for 5 years | 23.99 | 21.31 | 113% |
| Returns for 10 years | 0.86 | 44.03 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FRCSX | 62.14 | 0.51 | +0.83% |
| Franklin Small Cap Value R6 | |||
| ACSMX | 11.23 | 0.06 | +0.54% |
| Advisors Capital Small/Mid Cap | |||
| ABCIX | 23.45 | 0.10 | +0.43% |
| American Beacon The London Co Inc Eq R5 | |||
| VHYAX | 42.23 | 0.16 | +0.38% |
| Vanguard High Dividend Yield Index Adm | |||
| NNLEX | 23.99 | 0.04 | +0.17% |
| Nicholas Limited Edition N | |||