FMSHX
Price
$26.85
Change
+$0.10 (+0.37%)
Updated
Jul 3 closing price
Net Assets
7.2B
GWPDX
Price
$28.32
Change
+$0.24 (+0.85%)
Updated
Jul 3 closing price
Net Assets
22.99B
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FMSHX vs GWPDX

Header iconFMSHX vs GWPDX Comparison
Open Charts FMSHX vs GWPDXBanner chart's image
Franklin Mutual Shares R6
Price$26.85
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets7.2B
American Funds Growth Portfolio F3
Price$28.32
Change+$0.24 (+0.85%)
VolumeN/A
Net Assets22.99B
FMSHX vs GWPDX Comparison Chart in %
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FMSHX vs. GWPDX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 23B vs. FMSHX (7.2B). FMSHX pays higher dividends than GWPDX: FMSHX (1.86) vs GWPDX (0.69). FMSHX was incepted earlier than GWPDX: FMSHX (12 years) vs GWPDX (8 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 : 11.58 vs. FMSHX (6.82). GWPDX return over 5 years is better than : 48.87 vs. FMSHX (32.60).
FMSHXGWPDXFMSHX / GWPDX
Total Expense Ratio0.700.38184%
Annual Report Gross Expense Ratio0.700.38184%
Fund Existence12 years8 years-
Gain YTD7.78811.19070%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets7.2B23B31%
Annual Yield % from dividends1.860.69268%
Returns for 1 year6.8211.5859%
Returns for 3 years16.7849.4634%
Returns for 5 years32.6048.8767%
Returns for 10 years-2.08N/A-
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