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FMSHX vs FTCOX
FMSHX vs FTCOX Comparison
Open Charts FMSHX vs FTCOX
Franklin Mutual Shares R6
Price$26.12
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets7.1B
Franklin Corefolio Allocation A
Price$25.08
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets1.04B
FMSHX vs FTCOX Comparison Chart in %
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FMSHX vs. FTCOX commentary
Dec 27, 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: 7.1B vs. FTCOX (1.04B). 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 : 5.09 vs. FMSHX (4.04). FTCOX return over 5 years is better than : 14.61 vs. FMSHX (12.36).
| 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 | 4.874 | 8.448 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 1.04B | 682% |
| Annual Yield % from dividends | 1.82 | 0.66 | 276% |
| Returns for 1 year | 4.04 | 5.09 | 79% |
| Returns for 3 years | 19.56 | 42.56 | 46% |
| Returns for 5 years | 12.36 | 14.61 | 85% |
| Returns for 10 years | 9.99 | 48.59 | 21% |
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