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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$25.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.92B
ICON Equity Income Investor
Price$16.46
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets41.76M
FMSHX vs IEQAX Comparison Chart in %
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FMSHX vs. IEQAX commentary
Aug 07, 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: 6.92B vs. IEQAX (41.8M). IEQAX pays higher dividends than FMSHX: IEQAX (3.74) vs FMSHX (1.90). 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 : 6.11 vs. FMSHX (2.56). FMSHX return over 5 years is better than : 22.03 vs. IEQAX (20.74).
| 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 | 4.295 | 5.125 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.92B | 41.8M | 16,555% |
| Annual Yield % from dividends | 1.90 | 3.74 | 51% |
| Returns for 1 year | 2.56 | 6.11 | 42% |
| Returns for 3 years | 8.42 | 2.53 | 333% |
| Returns for 5 years | 22.03 | 20.74 | 106% |
| Returns for 10 years | -4.93 | 50.47 | -10% |
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