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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$23.54
Change+$0.28 (+1.20%)
VolumeN/A
Net Assets6.38B
ICON Equity Income Investor
Price$15.16
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets38.93M
FMSHX vs IEQAX Comparison Chart
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FMSHX vs. IEQAX commentary
Apr 12, 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: 6.38B vs. IEQAX (38.9M). IEQAX pays higher dividends than FMSHX: IEQAX (3.97) vs FMSHX (1.93). FMSHX was incepted earlier than IEQAX: FMSHX (12 years) vs IEQAX (19 years). IEQAX (1.34) is less costly to investors than FMSHX (0.71). 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). IEQAX annual gain was more profitable for investors over the last year : 1.48 vs. FMSHX (-7.39). IEQAX return over 5 years is better than : 21.94 vs. FMSHX (18.18).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | 0.71 | 1.34 | 53% |
| Annual Report Gross Expense Ratio | 0.71 | 1.34 | 53% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | -6.624 | -5.582 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.38B | 38.9M | 16,398% |
| Annual Yield % from dividends | 1.93 | 3.97 | 49% |
| Returns for 1 year | -7.39 | 1.48 | -498% |
| Returns for 3 years | -9.33 | -13.34 | 70% |
| Returns for 5 years | 18.18 | 21.94 | 83% |
| Returns for 10 years | -16.82 | 32.01 | -53% |
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