Interact to see
Advertisement
Advertisement
FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$26.34
Change-$0.40 (-1.50%)
VolumeN/A
Net Assets7.16B
ICON Equity Income Investor
Price$16.51
Change-$0.22 (-1.32%)
VolumeN/A
Net Assets42.95M
FMSHX vs IEQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. IEQAX commentary
Jul 16, 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: 7.16B vs. IEQAX (43M). IEQAX pays higher dividends than FMSHX: IEQAX (3.77) vs FMSHX (1.86). 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 : 10.05 vs. FMSHX (3.24). FMSHX (27.67) and IEQAX (27.49) have equivalent 5 years return.
| 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 | 7.346 | 6.461 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.16B | 43M | 16,660% |
| Annual Yield % from dividends | 1.86 | 3.77 | 49% |
| Returns for 1 year | 3.24 | 10.05 | 32% |
| Returns for 3 years | 16.79 | 7.16 | 234% |
| Returns for 5 years | 27.67 | 27.49 | 101% |
| Returns for 10 years | -4.25 | 50.24 | -8% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USNZ | 39.41 | N/A | N/A |
| Xtrackers Net Zero Pwy Par Alg US Eq ETF | |||
| ROIS | 50.12 | N/A | N/A |
| Hartford Multifactor International Small Company ETF | |||
| PUSH | 50.31 | -0.03 | -0.06% |
| PGIM Ultra Short Municipal Bond ETF | |||
| FLMX | 29.04 | -0.15 | -0.51% |
| Franklin FTSE Mexico ETF | |||
| HQH | 15.60 | -0.18 | -1.14% |
| abrdn Healthcare Investors | |||