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FMSHX vs IOEZX
FMSHX vs IOEZX Comparison
Open Charts FMSHX vs IOEZX
Franklin Mutual Shares R6
Price$26.95
Change-$0.68 (-2.46%)
VolumeN/A
CapitalizationN/A
ICON Equity Income Institutional
Price$16.14
Change-$0.40 (-2.42%)
VolumeN/A
CapitalizationN/A
FMSHX vs IOEZX Comparison Chart
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FMSHX vs. IOEZX commentary
Dec 19, 2024
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 IOEZX is a StrongSell.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.26B vs. IOEZX (44.1M). 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). FMSHX annual gain was more profitable for investors over the last year : 11.50 vs. IOEZX (8.92). FMSHX (3.72) and IOEZX (3.66) have equivalent 5 years return.
| 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 | 12.750 | 8.018 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.26B | 44.1M | 16,460% |
| Annual Yield % from dividends | 1.88 | 4.79 | 39% |
| Returns for 1 year | 11.50 | 8.92 | 129% |
| Returns for 3 years | 6.77 | -16.81 | -40% |
| Returns for 5 years | 3.72 | 3.66 | 102% |
| Returns for 10 years | 0.87 | 51.46 | 2% |
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