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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$27.63
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
ICON Equity Income Investor
Price$16.46
Change-$0.14 (-0.84%)
VolumeN/A
CapitalizationN/A
FMSHX vs IEQAX Comparison Chart
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FMSHX vs. IEQAX commentary
Dec 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.32B vs. IEQAX (44.5M). IEQAX pays higher dividends than FMSHX: IEQAX (4.50) vs FMSHX (1.88). FMSHX was incepted earlier than IEQAX: FMSHX (12 years) vs IEQAX (19 years). IEQAX is a more actively managed with annual turnover of: 43.00 vs. FMSHX (35.16). IEQAX has a lower initial minimum investment than FMSHX: IEQAX (1000) vs FMSHX (1000000). FMSHX annual gain was more profitable for investors over the last year : 11.50 vs. IEQAX (8.62). FMSHX return over 5 years is better than : 3.72 vs. IEQAX (2.31).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 12.750 | 7.718 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.32B | 44.5M | 16,440% |
| Annual Yield % from dividends | 1.88 | 4.50 | 42% |
| Returns for 1 year | 11.50 | 8.62 | 133% |
| Returns for 3 years | 6.77 | -17.45 | -39% |
| Returns for 5 years | 3.72 | 2.31 | 161% |
| Returns for 10 years | 0.87 | 47.68 | 2% |
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