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FMSHX vs IOEZX
FMSHX vs IOEZX Comparison
Open Charts FMSHX vs IOEZX
Franklin Mutual Shares R6
Price$28.54
Change-$0.03 (-0.11%)
VolumeN/A
CapitalizationN/A
ICON Equity Income Institutional
Price$16.89
Change-$0.05 (-0.30%)
VolumeN/A
CapitalizationN/A
FMSHX vs IOEZX Comparison Chart
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FMSHX vs. IOEZX commentary
Nov 18, 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 Sell and IOEZX is a Sell.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.55B vs. IOEZX (45.7M). 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). FMSHX annual gain was more profitable for investors over the last year : 23.58 vs. IOEZX (17.51). FMSHX return over 5 years is better than : 10.00 vs. IOEZX (6.74).
| 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 | 16.464 | 10.304 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 45.7M | 16,527% |
| Annual Yield % from dividends | 1.88 | 4.79 | 39% |
| Returns for 1 year | 23.58 | 17.51 | 135% |
| Returns for 3 years | -1.52 | -17.80 | 9% |
| Returns for 5 years | 10.00 | 6.74 | 148% |
| Returns for 10 years | 4.20 | 54.17 | 8% |
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