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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$25.62
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets6.77B
ICON Equity Income Investor
Price$16.84
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets39.86M
FMSHX vs IEQAX Comparison Chart in %
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FMSHX vs. IEQAX commentary
Nov 20, 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: 6.77B vs. IEQAX (39.9M). IEQAX pays higher dividends than FMSHX: IEQAX (3.50) vs FMSHX (1.87). FMSHX was incepted earlier than IEQAX: FMSHX (13 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 : 4.38 vs. FMSHX (-8.15). FMSHX return over 5 years is better than : 14.40 vs. IEQAX (11.23).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | 0.70 | 1.50 | 47% |
| Annual Report Gross Expense Ratio | 0.70 | 1.50 | 47% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 3.187 | 8.554 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77B | 39.9M | 16,957% |
| Annual Yield % from dividends | 1.87 | 3.50 | 53% |
| Returns for 1 year | -8.15 | 4.38 | -186% |
| Returns for 3 years | 9.46 | 7.55 | 125% |
| Returns for 5 years | 14.40 | 11.23 | 128% |
| Returns for 10 years | -1.75 | 56.38 | -3% |
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