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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$26.07
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets6.93B
ICON Equity Income Investor
Price$16.88
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets40.38M
FMSHX vs IEQAX Comparison Chart in %
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FMSHX vs. IEQAX commentary
Oct 19, 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 IEQAX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 6.93B vs. IEQAX (40.4M). IEQAX pays higher dividends than FMSHX: IEQAX (3.47) vs FMSHX (1.84). FMSHX was incepted earlier than IEQAX: FMSHX (12 years) vs IEQAX (19 years). IEQAX (1.50) is less costly to investors than FMSHX (0.70). IEQAX is a more actively managed with annual turnover of: 62.00 vs. FMSHX (33.08). IEQAX has a lower initial minimum investment than FMSHX: IEQAX (1000) vs FMSHX (1000000). IEQAX annual gain was more profitable for investors over the last year : 2.91 vs. FMSHX (-5.37). FMSHX return over 5 years is better than : 23.99 vs. IEQAX (16.44).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | 0.70 | 1.50 | 47% |
| Annual Report Gross Expense Ratio | 0.70 | 1.50 | 47% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 4.673 | 8.234 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.93B | 40.4M | 17,158% |
| Annual Yield % from dividends | 1.84 | 3.47 | 53% |
| Returns for 1 year | -5.37 | 2.91 | -185% |
| Returns for 3 years | 20.13 | 12.00 | 168% |
| Returns for 5 years | 23.99 | 16.44 | 146% |
| Returns for 10 years | 0.86 | 56.75 | 2% |
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