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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$25.93
Change-$0.33 (-1.26%)
VolumeN/A
Net Assets7.22B
ICON Equity Income Investor
Price$16.43
Change-$0.15 (-0.90%)
VolumeN/A
Net Assets43.38M
FMSHX vs IEQAX Comparison Chart
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FMSHX vs. IEQAX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.23B vs. IEQAX (43.4M). IEQAX pays higher dividends than FMSHX: IEQAX (4.50) vs FMSHX (1.88). FMSHX was incepted earlier than IEQAX: FMSHX (12 years) vs IEQAX (19 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). IEQAX annual gain was more profitable for investors over the last year : 10.87 vs. FMSHX (4.63). IEQAX return over 5 years is better than : 3.26 vs. FMSHX (2.25).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 4.095 | 2.623 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.23B | 43.4M | 16,647% |
| Annual Yield % from dividends | 1.88 | 4.50 | 42% |
| Returns for 1 year | 4.63 | 10.87 | 43% |
| Returns for 3 years | 0.89 | -8.24 | -11% |
| Returns for 5 years | 2.25 | 3.26 | 69% |
| Returns for 10 years | -6.69 | 43.83 | -15% |
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