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FMSHX vs GWPAX
FMSHX vs GWPAX Comparison
Open Charts FMSHX vs GWPAX
Franklin Mutual Shares R6
Price$26.63
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets7.07B
American Funds Growth Portfolio A
Price$28.81
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets23.6B
FMSHX vs GWPAX Comparison Chart in %
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FMSHX vs. GWPAX commentary
Aug 18, 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 Buy and GWPAX is a Hold.
FUNDAMENTALS
Fundamentals
GWPAX has more cash in the bank: 23.6B vs. FMSHX (7.07B). FMSHX pays higher dividends than GWPAX: FMSHX (1.90) vs GWPAX (0.40). FMSHX was incepted earlier than GWPAX: FMSHX (12 years) vs GWPAX (13 years). GWPAX (0.73) and FMSHX (0.70) have similar cost to investors . GWPAX has a lower initial minimum investment than FMSHX: GWPAX (250) vs FMSHX (1000000). GWPAX annual gain was more profitable for investors over the last year : 13.47 vs. FMSHX (1.43). GWPAX return over 5 years is better than : 42.02 vs. FMSHX (23.58).
| FMSHX | GWPAX | FMSHX / GWPAX | |
| Total Expense Ratio | 0.70 | 0.73 | 96% |
| Annual Report Gross Expense Ratio | 0.70 | 0.73 | 96% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 6.905 | 13.425 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.07B | 23.6B | 30% |
| Annual Yield % from dividends | 1.90 | 0.40 | 471% |
| Returns for 1 year | 1.43 | 13.47 | 11% |
| Returns for 3 years | 6.07 | 34.26 | 18% |
| Returns for 5 years | 23.58 | 42.02 | 56% |
| Returns for 10 years | -2.46 | 85.03 | -3% |
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