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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$17.10
Change-$0.21 (-1.21%)
VolumeN/A
Net Assets41.81M
Franklin Mutual Shares Z
Price$26.60
Change-$0.18 (-0.67%)
VolumeN/A
Net Assets7.03B
IEQAX vs MUTHX Comparison Chart in %
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IEQAX vs. MUTHX commentary
Sep 26, 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: 7.03B vs. IEQAX (41.8M). IEQAX pays higher dividends than MUTHX: IEQAX (3.54) vs MUTHX (1.77). 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 : 6.57 vs. MUTHX (-1.29). MUTHX return over 5 years is better than : 29.44 vs. IEQAX (27.37).
| 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 | 10.152 | 7.421 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 7.03B | 1% |
| Annual Yield % from dividends | 3.54 | 1.77 | 199% |
| Returns for 1 year | 6.57 | -1.29 | -509% |
| Returns for 3 years | 17.50 | 25.14 | 70% |
| Returns for 5 years | 27.37 | 29.44 | 93% |
| Returns for 10 years | 71.33 | 10.04 | 711% |
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