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FMSHX vs IOEZX
FMSHX vs IOEZX Comparison
Open Charts FMSHX vs IOEZX
Franklin Mutual Shares R6
Price$25.69
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets7.23B
ICON Equity Income Institutional
Price$16.43
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets43.74M
FMSHX vs IOEZX Comparison Chart
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FMSHX vs. IOEZX 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 IOEZX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.23B vs. IOEZX (43.7M). IOEZX pays higher dividends than FMSHX: IOEZX (4.79) vs FMSHX (1.88). FMSHX was incepted earlier than IOEZX: FMSHX (12 years) vs IOEZX (21 years). IOEZX is a more actively managed with annual turnover of: 43.00 vs. FMSHX (35.16). IOEZX has a lower initial minimum investment than FMSHX: IOEZX (1000) vs FMSHX (1000000). IOEZX annual gain was more profitable for investors over the last year : 10.03 vs. FMSHX (8.06). IOEZX return over 5 years is better than : 2.31 vs. FMSHX (-1.58).
| FMSHX | IOEZX | FMSHX / IOEZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 3.131 | 2.177 | 144% |
| 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 | 4.79 | 39% |
| Returns for 1 year | 8.06 | 10.03 | 80% |
| Returns for 3 years | -2.91 | -11.33 | 26% |
| Returns for 5 years | -1.58 | 2.31 | -68% |
| Returns for 10 years | -2.54 | 52.95 | -5% |
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