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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$16.46
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets41.76M
Franklin Mutual Shares Z
Price$26.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.92B
IEQAX vs MUTHX Comparison Chart in %
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IEQAX vs. MUTHX commentary
Aug 07, 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: 6.92B vs. IEQAX (41.8M). IEQAX pays higher dividends than MUTHX: IEQAX (3.74) vs MUTHX (1.85). 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 : 6.11 vs. MUTHX (2.54). MUTHX return over 5 years is better than : 21.94 vs. IEQAX (20.74).
| 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 | 5.125 | 4.292 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 6.92B | 1% |
| Annual Yield % from dividends | 3.74 | 1.85 | 202% |
| Returns for 1 year | 6.11 | 2.54 | 240% |
| Returns for 3 years | 2.53 | 8.35 | 30% |
| Returns for 5 years | 20.74 | 21.94 | 95% |
| Returns for 10 years | 50.47 | -5.03 | -1,003% |
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