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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$28.10
Change-$0.09 (-0.32%)
VolumeN/A
CapitalizationN/A
ICON Equity Income Investor
Price$17.01
Change-$0.04 (-0.23%)
VolumeN/A
CapitalizationN/A
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FMSHX vs IEQAX Comparison Chart
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FMSHX vs. IEQAX commentary
Oct 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 Buy and IEQAX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.52B vs. IEQAX (47.3M). IEQAX pays higher dividends than FMSHX: IEQAX (4.50) vs FMSHX (1.88). FMSHX was incepted earlier than IEQAX: FMSHX (11 years) vs IEQAX (18 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 : 22.43 vs. IEQAX (18.20). FMSHX return over 5 years is better than : 13.37 vs. IEQAX (12.72).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 15.036 | 11.579 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.52B | 47.3M | 15,892% |
| Annual Yield % from dividends | 1.88 | 4.50 | 42% |
| Returns for 1 year | 22.43 | 18.20 | 123% |
| Returns for 3 years | -1.19 | -14.38 | 8% |
| Returns for 5 years | 13.37 | 12.72 | 105% |
| Returns for 10 years | 10.27 | 63.50 | 16% |
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