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FMSHX vs GWPDX
FMSHX vs GWPDX Comparison
Open Charts FMSHX vs GWPDX
Franklin Mutual Shares R6
Price$26.63
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets7.07B
American Funds Growth Portfolio F3
Price$28.96
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets23.6B
FMSHX vs GWPDX Comparison Chart in %
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FMSHX vs. GWPDX 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 GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 23.6B vs. FMSHX (7.07B). FMSHX pays higher dividends than GWPDX: FMSHX (1.90) vs GWPDX (0.69). FMSHX was incepted earlier than GWPDX: FMSHX (12 years) vs GWPDX (9 years). FMSHX (0.70) is less costly to investors than GWPDX (0.38). FMSHX (1000000) and GWPDX (1000000) have matching initial minimum investment requirements. GWPDX annual gain was more profitable for investors over the last year : 13.88 vs. FMSHX (1.43). GWPDX return over 5 years is better than : 43.59 vs. FMSHX (23.58).
| FMSHX | GWPDX | FMSHX / GWPDX | |
| Total Expense Ratio | 0.70 | 0.38 | 184% |
| Annual Report Gross Expense Ratio | 0.70 | 0.38 | 184% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 6.905 | 13.702 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.07B | 23.6B | 30% |
| Annual Yield % from dividends | 1.90 | 0.69 | 277% |
| Returns for 1 year | 1.43 | 13.88 | 10% |
| Returns for 3 years | 6.07 | 35.23 | 17% |
| Returns for 5 years | 23.58 | 43.59 | 54% |
| Returns for 10 years | -2.46 | N/A | - |
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