Ad is loading...
IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$15.16
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets38.93M
Franklin Mutual Shares Z
Price$23.56
Change+$0.28 (+1.20%)
VolumeN/A
Net Assets6.38B
IEQAX vs MUTHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IEQAX vs. MUTHX commentary
Apr 12, 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 IEQAX is a Hold and MUTHX is a Hold.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.38B vs. IEQAX (38.9M). IEQAX pays higher dividends than MUTHX: IEQAX (3.97) vs MUTHX (1.88). IEQAX was incepted earlier than MUTHX: IEQAX (19 years) vs MUTHX (76 years). IEQAX (1.34) is less costly to investors than MUTHX (0.75). IEQAX is a more actively managed with annual turnover of: 43.00 vs. MUTHX (35.16). IEQAX has a lower initial minimum investment than MUTHX: IEQAX (1000) vs MUTHX (100000). IEQAX annual gain was more profitable for investors over the last year : 1.48 vs. MUTHX (-7.43). IEQAX return over 5 years is better than : 21.94 vs. MUTHX (18.05).
| IEQAX | MUTHX | IEQAX / MUTHX | |
| Total Expense Ratio | 1.34 | 0.75 | 179% |
| Annual Report Gross Expense Ratio | 1.34 | 0.75 | 179% |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | -5.582 | -6.619 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.9M | 6.38B | 1% |
| Annual Yield % from dividends | 3.97 | 1.88 | 211% |
| Returns for 1 year | 1.48 | -7.43 | -20% |
| Returns for 3 years | -13.34 | -9.37 | 142% |
| Returns for 5 years | 21.94 | 18.05 | 122% |
| Returns for 10 years | 32.01 | -16.92 | -189% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers