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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$16.43
Change-$0.15 (-0.90%)
VolumeN/A
Net Assets43.38M
Franklin Mutual Shares Z
Price$25.96
Change-$0.32 (-1.22%)
VolumeN/A
Net Assets7.22B
IEQAX vs MUTHX Comparison Chart
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IEQAX vs. MUTHX commentary
Feb 23, 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: 7.23B vs. IEQAX (43.4M). IEQAX pays higher dividends than MUTHX: IEQAX (4.50) vs MUTHX (1.83). IEQAX was incepted earlier than MUTHX: IEQAX (19 years) vs MUTHX (76 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). IEQAX annual gain was more profitable for investors over the last year : 10.87 vs. MUTHX (4.61). IEQAX return over 5 years is better than : 3.26 vs. MUTHX (2.14).
| IEQAX | MUTHX | IEQAX / MUTHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 2.623 | 4.132 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4M | 7.23B | 1% |
| Annual Yield % from dividends | 4.50 | 1.83 | 246% |
| Returns for 1 year | 10.87 | 4.61 | 236% |
| Returns for 3 years | -8.24 | 0.83 | -989% |
| Returns for 5 years | 3.26 | 2.14 | 152% |
| Returns for 10 years | 43.83 | -6.81 | -643% |
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