Interact to see
Advertisement
Advertisement
IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$16.51
Change-$0.22 (-1.32%)
VolumeN/A
Net Assets42.95M
Franklin Mutual Shares Z
Price$26.35
Change-$0.41 (-1.53%)
VolumeN/A
Net Assets7.16B
IEQAX vs MUTHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IEQAX vs. MUTHX commentary
Jul 16, 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: 7.16B vs. IEQAX (43M). IEQAX pays higher dividends than MUTHX: IEQAX (3.77) vs MUTHX (1.82). IEQAX was incepted earlier than MUTHX: IEQAX (19 years) vs MUTHX (76 years). IEQAX (1.50) is less costly to investors than MUTHX (0.75). IEQAX is a more actively managed with annual turnover of: 62.00 vs. MUTHX (33.08). 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 : 10.05 vs. MUTHX (3.19). MUTHX (27.51) and IEQAX (27.49) have equivalent 5 years return.
| IEQAX | MUTHX | IEQAX / MUTHX | |
| Total Expense Ratio | 1.50 | 0.75 | 200% |
| Annual Report Gross Expense Ratio | 1.50 | 0.75 | 200% |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 6.461 | 7.341 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 7.16B | 1% |
| Annual Yield % from dividends | 3.77 | 1.82 | 208% |
| Returns for 1 year | 10.05 | 3.19 | 315% |
| Returns for 3 years | 7.16 | 16.71 | 43% |
| Returns for 5 years | 27.49 | 27.51 | 100% |
| Returns for 10 years | 50.24 | -4.35 | -1,156% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers