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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$17.01
Change-$0.04 (-0.23%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares Z
Price$28.11
Change-$0.09 (-0.32%)
VolumeN/A
CapitalizationN/A
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IEQAX vs MUTHX Comparison Chart
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IEQAX vs. MUTHX commentary
Oct 18, 2024
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: 7.52B vs. IEQAX (47.3M). IEQAX pays higher dividends than MUTHX: IEQAX (4.50) vs MUTHX (1.83). IEQAX was incepted earlier than MUTHX: IEQAX (18 years) vs MUTHX (75 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). MUTHX annual gain was more profitable for investors over the last year : 22.36 vs. IEQAX (18.20). MUTHX (13.19) and IEQAX (12.72) have equivalent 5 years return.
| IEQAX | MUTHX | IEQAX / MUTHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 75 years | - |
| Gain YTD | 11.579 | 14.983 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3M | 7.52B | 1% |
| Annual Yield % from dividends | 4.50 | 1.83 | 246% |
| Returns for 1 year | 18.20 | 22.36 | 81% |
| Returns for 3 years | -14.38 | -1.28 | 1,120% |
| Returns for 5 years | 12.72 | 13.19 | 96% |
| Returns for 10 years | 63.50 | 10.04 | 632% |
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