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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$16.46
Change-$0.14 (-0.84%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares Z
Price$27.64
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
IEQAX vs MUTHX Comparison Chart
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IEQAX vs. MUTHX commentary
Dec 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 StrongSell and MUTHX is a Hold.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.32B vs. IEQAX (44.5M). 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). MUTHX annual gain was more profitable for investors over the last year : 11.45 vs. IEQAX (8.62). MUTHX return over 5 years is better than : 3.59 vs. IEQAX (2.31).
| 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 | 7.718 | 12.699 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5M | 7.32B | 1% |
| Annual Yield % from dividends | 4.50 | 1.83 | 246% |
| Returns for 1 year | 8.62 | 11.45 | 75% |
| Returns for 3 years | -17.45 | 6.68 | -261% |
| Returns for 5 years | 2.31 | 3.59 | 64% |
| Returns for 10 years | 47.68 | 0.71 | 6,683% |
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