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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$26.59
Change-$0.17 (-0.64%)
VolumeN/A
Net Assets7.03B
ICON Equity Income Investor
Price$17.10
Change-$0.21 (-1.21%)
VolumeN/A
Net Assets41.81M
FMSHX vs IEQAX Comparison Chart in %
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FMSHX vs. IEQAX commentary
Sep 26, 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: 7.03B vs. IEQAX (41.8M). 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 : 6.57 vs. FMSHX (-1.24). FMSHX return over 5 years is better than : 29.60 vs. IEQAX (27.37).
| 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 | 7.427 | 10.152 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 41.8M | 16,823% |
| Annual Yield % from dividends | 1.82 | 3.54 | 51% |
| Returns for 1 year | -1.24 | 6.57 | -19% |
| Returns for 3 years | 25.23 | 17.50 | 144% |
| Returns for 5 years | 29.60 | 27.37 | 108% |
| Returns for 10 years | 10.15 | 71.33 | 14% |
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