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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$17.27
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets43.4M
Franklin Mutual Shares Z
Price$27.01
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets7.17B
IEQAX vs MUTHX Comparison Chart in %
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IEQAX vs. MUTHX commentary
Sep 04, 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 StrongBuy and MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.17B vs. IEQAX (43.4M). 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 : 6.00 vs. MUTHX (-0.22). MUTHX return over 5 years is better than : 26.63 vs. IEQAX (24.31).
| 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 | 10.407 | 8.865 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4M | 7.17B | 1% |
| Annual Yield % from dividends | 3.54 | 1.77 | 199% |
| Returns for 1 year | 6.00 | -0.22 | -2,779% |
| Returns for 3 years | 11.57 | 16.32 | 71% |
| Returns for 5 years | 24.31 | 26.63 | 91% |
| Returns for 10 years | 67.71 | 7.74 | 875% |
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