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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$16.09
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets41.13M
Franklin Mutual Shares Z
Price$25.61
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets6.92B
IEQAX vs MUTHX Comparison Chart
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IEQAX vs. MUTHX commentary
Jun 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 Buy and MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.92B vs. IEQAX (41.1M). IEQAX pays higher dividends than MUTHX: IEQAX (4.05) vs MUTHX (1.89). 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 (1.32). IEQAX (17.08) and MUTHX (17.06) 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 | 1.289 | 2.647 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 6.92B | 1% |
| Annual Yield % from dividends | 4.05 | 1.89 | 214% |
| Returns for 1 year | 6.11 | 1.32 | 463% |
| Returns for 3 years | -5.83 | 2.02 | -288% |
| Returns for 5 years | 17.08 | 17.06 | 100% |
| Returns for 10 years | 41.98 | -7.57 | -555% |
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