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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$26.99
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets7.17B
ICON Equity Income Investor
Price$17.27
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets43.4M
FMSHX vs IEQAX Comparison Chart in %
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FMSHX vs. IEQAX commentary
Sep 04, 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 Buy and IEQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.17B vs. IEQAX (43.4M). IEQAX pays higher dividends than FMSHX: IEQAX (3.54) vs FMSHX (1.82). 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 : 6.00 vs. FMSHX (-0.20). FMSHX return over 5 years is better than : 26.72 vs. IEQAX (24.31).
| 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 | 8.872 | 10.407 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.17B | 43.4M | 16,518% |
| Annual Yield % from dividends | 1.82 | 3.54 | 51% |
| Returns for 1 year | -0.20 | 6.00 | -3% |
| Returns for 3 years | 16.40 | 11.57 | 142% |
| Returns for 5 years | 26.72 | 24.31 | 110% |
| Returns for 10 years | 7.85 | 67.71 | 12% |
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