Interact to see
Advertisement
Advertisement
IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$16.84
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets39.86M
Franklin Mutual Shares Z
Price$25.64
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets6.77B
IEQAX vs MUTHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IEQAX vs. MUTHX commentary
Nov 20, 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: 6.77B vs. IEQAX (39.9M). IEQAX pays higher dividends than MUTHX: IEQAX (3.50) 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 : 4.38 vs. MUTHX (-8.16). MUTHX return over 5 years is better than : 14.31 vs. IEQAX (11.23).
| 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 | 8.554 | 3.185 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 6.77B | 1% |
| Annual Yield % from dividends | 3.50 | 1.82 | 192% |
| Returns for 1 year | 4.38 | -8.16 | -54% |
| Returns for 3 years | 7.55 | 9.39 | 80% |
| Returns for 5 years | 11.23 | 14.31 | 78% |
| Returns for 10 years | 56.38 | -1.81 | -3,120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement