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IEQAX vs TEMTX
IEQAX vs TEMTX Comparison
Open Charts IEQAX vs TEMTX
ICON Equity Income Investor
Price$15.16
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets38.93M
Franklin Mutual Shares C
Price$23.42
Change+$0.28 (+1.21%)
VolumeN/A
Net Assets6.38B
IEQAX vs TEMTX Comparison Chart
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IEQAX vs. TEMTX commentary
Apr 12, 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: 6.38B vs. IEQAX (38.9M). IEQAX pays higher dividends than TEMTX: IEQAX (3.97) vs TEMTX (0.77). IEQAX was incepted earlier than TEMTX: IEQAX (19 years) vs TEMTX (76 years). TEMTX (1.75) is less costly to investors than IEQAX (1.34). IEQAX is a more actively managed with annual turnover of: 43.00 vs. TEMTX (35.16). IEQAX (1000) and TEMTX (1000) have matching initial minimum investment requirements. IEQAX annual gain was more profitable for investors over the last year : 1.48 vs. TEMTX (-8.39). IEQAX return over 5 years is better than : 21.94 vs. TEMTX (14.30).
| IEQAX | TEMTX | IEQAX / TEMTX | |
| Total Expense Ratio | 1.34 | 1.75 | 77% |
| Annual Report Gross Expense Ratio | 1.34 | 1.75 | 77% |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | -5.582 | -6.919 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.9M | 6.38B | 1% |
| Annual Yield % from dividends | 3.97 | 0.77 | 518% |
| Returns for 1 year | 1.48 | -8.39 | -18% |
| Returns for 3 years | -13.34 | -11.28 | 118% |
| Returns for 5 years | 21.94 | 14.30 | 153% |
| Returns for 10 years | 32.01 | -19.98 | -160% |
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