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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$16.35
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets43.74M
Franklin Mutual Shares Z
Price$25.72
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets7.23B
IEQAX vs MUTHX Comparison Chart
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IEQAX vs. MUTHX 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 IEQAX is a Buy and MUTHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.23B vs. IEQAX (43.7M). IEQAX pays higher dividends than MUTHX: IEQAX (4.50) vs MUTHX (1.83). IEQAX was incepted earlier than MUTHX: IEQAX (19 years) vs MUTHX (76 years). 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 : 9.69 vs. MUTHX (8.04). IEQAX return over 5 years is better than : 0.95 vs. MUTHX (-1.68).
| IEQAX | MUTHX | IEQAX / MUTHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 2.124 | 3.169 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 7.23B | 1% |
| Annual Yield % from dividends | 4.50 | 1.83 | 246% |
| Returns for 1 year | 9.69 | 8.04 | 120% |
| Returns for 3 years | -12.08 | -2.96 | 408% |
| Returns for 5 years | 0.95 | -1.68 | -56% |
| Returns for 10 years | 49.00 | -2.67 | -1,839% |
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