Interact to see
Advertisement
Advertisement
FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.84
Change+$0.73 (+2.80%)
VolumeN/A
Net Assets7.22B
Franklin Corefolio Allocation A
Price$24.80
Change+$0.27 (+1.10%)
VolumeN/A
Net Assets1.03B
FMSHX vs FTCOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. FTCOX commentary
Feb 04, 2026
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 Buy and FTCOX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.22B vs. FTCOX (1.03B). FMSHX pays higher dividends than FTCOX: FMSHX (1.74) vs FTCOX (0.43). 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). FMSHX annual gain was more profitable for investors over the last year : 6.56 vs. FTCOX (4.81). FTCOX (13.42) and FMSHX (13.13) have equivalent 5 years return.
| 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 | 3.790 | 1.183 | 320% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.22B | 1.03B | 700% |
| Annual Yield % from dividends | 1.74 | 0.43 | 409% |
| Returns for 1 year | 6.56 | 4.81 | 136% |
| Returns for 3 years | 15.08 | 29.93 | 50% |
| Returns for 5 years | 13.13 | 13.42 | 98% |
| Returns for 10 years | 24.93 | 71.12 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers