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FTCOX vs MUTHX
FTCOX vs MUTHX Comparison
Open Charts FTCOX vs MUTHX
Franklin Corefolio Allocation A
Price$24.80
Change+$0.27 (+1.10%)
VolumeN/A
Net Assets1.03B
Franklin Mutual Shares Z
Price$26.87
Change+$0.75 (+2.87%)
VolumeN/A
Net Assets7.22B
FTCOX vs MUTHX Comparison Chart in %
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FTCOX vs. MUTHX commentary
Feb 04, 2026
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 FTCOX is a Hold and MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.22B vs. FTCOX (1.03B). MUTHX pays higher dividends than FTCOX: MUTHX (1.69) vs FTCOX (0.43). FTCOX was incepted earlier than MUTHX: FTCOX (22 years) vs MUTHX (77 years). FTCOX (1.01) is less costly to investors than MUTHX (0.75). MUTHX is a more actively managed with annual turnover of: 33.08 vs. FTCOX (10.38). FTCOX has a lower initial minimum investment than MUTHX: FTCOX (1000) vs MUTHX (100000). MUTHX annual gain was more profitable for investors over the last year : 6.50 vs. FTCOX (4.81). FTCOX (13.42) and MUTHX (12.98) have equivalent 5 years return.
| FTCOX | MUTHX | FTCOX / MUTHX | |
| Total Expense Ratio | 1.01 | 0.75 | 135% |
| Annual Report Gross Expense Ratio | 1.01 | 0.75 | 135% |
| Fund Existence | 22 years | 77 years | - |
| Gain YTD | 1.183 | 3.785 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 7.22B | 14% |
| Annual Yield % from dividends | 0.43 | 1.69 | 25% |
| Returns for 1 year | 4.81 | 6.50 | 74% |
| Returns for 3 years | 29.93 | 14.94 | 200% |
| Returns for 5 years | 13.42 | 12.98 | 103% |
| Returns for 10 years | 71.12 | 24.70 | 288% |
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