Interact to see
Advertisement
Advertisement
FMSHX vs RGWFX
FMSHX vs RGWFX Comparison
Open Charts FMSHX vs RGWFX
Franklin Mutual Shares R6
Price$26.95
Change-$0.16 (-0.59%)
VolumeN/A
Net Assets7.13B
American Funds Growth Portfolio R5
Price$29.74
Change+$0.28 (+0.95%)
VolumeN/A
Net Assets23.89B
FMSHX vs RGWFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. RGWFX 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 RGWFX is a Hold.
FUNDAMENTALS
Fundamentals
RGWFX has more cash in the bank: 23.9B vs. FMSHX (7.13B). FMSHX pays higher dividends than RGWFX: FMSHX (1.82) vs RGWFX (0.63). FMSHX was incepted earlier than RGWFX: FMSHX (12 years) vs RGWFX (13 years). FMSHX (0.70) is less costly to investors than RGWFX (0.43). RGWFX has a lower initial minimum investment than FMSHX: RGWFX (250) vs FMSHX (1000000). RGWFX annual gain was more profitable for investors over the last year : 19.74 vs. FMSHX (1.93). RGWFX return over 5 years is better than : 45.19 vs. FMSHX (26.48).
| FMSHX | RGWFX | FMSHX / RGWFX | |
| Total Expense Ratio | 0.70 | 0.43 | 163% |
| Annual Report Gross Expense Ratio | 0.70 | 0.43 | 163% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 8.189 | 15.675 | 52% |
| Front Load | N/A | N/A | - |
| 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 | 0.63 | 291% |
| Returns for 1 year | 1.93 | 19.74 | 10% |
| Returns for 3 years | 12.11 | 45.13 | 27% |
| Returns for 5 years | 26.48 | 45.19 | 59% |
| Returns for 10 years | 5.73 | 102.38 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SMNAX | 26.43 | 0.11 | +0.42% |
| Steward Equity Market Neutral A | |||
| WCEYX | 22.59 | 0.09 | +0.40% |
| Macquarie Core Equity Fund Class Y | |||
| CSPAX | 74.27 | 0.29 | +0.39% |
| American Funds SMALLCAP World 529A | |||
| BTIIX | 174.56 | N/A | N/A |
| DWS Equity 500 Index Inst | |||
| PPVIX | 12.14 | -0.02 | -0.16% |
| Principal SmallCap Value II Instl | |||