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IEQAX vs TEMTX
IEQAX vs TEMTX Comparison
Open Charts IEQAX vs TEMTX
ICON Equity Income Investor
Price$16.51
Change-$0.22 (-1.32%)
VolumeN/A
Net Assets42.95M
Franklin Mutual Shares C
Price$26.13
Change-$0.40 (-1.51%)
VolumeN/A
Net Assets7.16B
IEQAX vs TEMTX Comparison Chart in %
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IEQAX vs. TEMTX commentary
Jul 16, 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 TEMTX is a Hold.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 7.16B vs. IEQAX (43M). IEQAX pays higher dividends than TEMTX: IEQAX (3.77) vs TEMTX (0.74). IEQAX was incepted earlier than TEMTX: IEQAX (19 years) vs TEMTX (76 years). TEMTX (1.75) is less costly to investors than IEQAX (1.50). IEQAX is a more actively managed with annual turnover of: 62.00 vs. TEMTX (33.08). IEQAX (1000) and TEMTX (1000) have matching initial minimum investment requirements. IEQAX annual gain was more profitable for investors over the last year : 10.05 vs. TEMTX (2.10). IEQAX return over 5 years is better than : 27.49 vs. TEMTX (23.53).
| IEQAX | TEMTX | IEQAX / TEMTX | |
| Total Expense Ratio | 1.50 | 1.75 | 86% |
| Annual Report Gross Expense Ratio | 1.50 | 1.75 | 86% |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 6.461 | 6.718 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 7.16B | 1% |
| Annual Yield % from dividends | 3.77 | 0.74 | 507% |
| Returns for 1 year | 10.05 | 2.10 | 478% |
| Returns for 3 years | 7.16 | 14.27 | 50% |
| Returns for 5 years | 27.49 | 23.53 | 117% |
| Returns for 10 years | 50.24 | -7.89 | -637% |
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