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FMSHX vs GWPAX
FMSHX vs GWPAX Comparison
Open Charts FMSHX vs GWPAX
Franklin Mutual Shares R6
Price$26.95
Change-$0.16 (-0.59%)
VolumeN/A
Net Assets7.13B
American Funds Growth Portfolio A
Price$29.32
Change+$0.28 (+0.96%)
VolumeN/A
Net Assets23.89B
FMSHX vs GWPAX Comparison Chart in %
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FMSHX vs. GWPAX commentary
Sep 09, 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 GWPAX is a Hold.
FUNDAMENTALS
Fundamentals
GWPAX has more cash in the bank: 23.9B vs. FMSHX (7.13B). FMSHX pays higher dividends than GWPAX: FMSHX (1.82) 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 : 19.32 vs. FMSHX (1.93). GWPAX return over 5 years is better than : 43.49 vs. FMSHX (26.48).
| 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 | 8.189 | 15.433 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.13B | 23.9B | 30% |
| Annual Yield % from dividends | 1.82 | 0.40 | 460% |
| Returns for 1 year | 1.93 | 19.32 | 10% |
| Returns for 3 years | 12.11 | 44.08 | 27% |
| Returns for 5 years | 26.48 | 43.49 | 61% |
| Returns for 10 years | 5.73 | 99.45 | 6% |
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