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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$25.69
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets7.23B
ICON Equity Income Investor
Price$16.35
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets43.74M
FMSHX vs IEQAX Comparison Chart
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FMSHX vs. IEQAX commentary
Jan 19, 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 StrongBuy and IEQAX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.23B vs. IEQAX (43.7M). 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 : 9.69 vs. FMSHX (8.06). IEQAX return over 5 years is better than : 0.95 vs. FMSHX (-1.58).
| 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 | 3.131 | 2.124 | 147% |
| 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 | 43.7M | 16,554% |
| Annual Yield % from dividends | 1.88 | 4.50 | 42% |
| Returns for 1 year | 8.06 | 9.69 | 83% |
| Returns for 3 years | -2.91 | -12.08 | 24% |
| Returns for 5 years | -1.58 | 0.95 | -167% |
| Returns for 10 years | -2.54 | 49.00 | -5% |
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