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IEQAX vs TESIX
IEQAX vs TESIX Comparison
Open Charts IEQAX vs TESIX
ICON Equity Income Investor
Price$16.35
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets43.74M
Franklin Mutual Shares A
Price$25.29
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets7.23B
IEQAX vs TESIX Comparison Chart
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IEQAX vs. TESIX commentary
Jan 19, 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 Buy and TESIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TESIX has more cash in the bank: 7.23B vs. IEQAX (43.7M). IEQAX pays higher dividends than TESIX: IEQAX (4.50) vs TESIX (1.64). IEQAX was incepted earlier than TESIX: IEQAX (19 years) vs TESIX (76 years). IEQAX is a more actively managed with annual turnover of: 43.00 vs. TESIX (35.16). IEQAX (1000) and TESIX (1000) have matching initial minimum investment requirements. IEQAX annual gain was more profitable for investors over the last year : 9.69 vs. TESIX (7.64). IEQAX return over 5 years is better than : 0.95 vs. TESIX (-2.85).
| IEQAX | TESIX | IEQAX / TESIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 2.124 | 3.140 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 7.23B | 1% |
| Annual Yield % from dividends | 4.50 | 1.64 | 274% |
| Returns for 1 year | 9.69 | 7.64 | 127% |
| Returns for 3 years | -12.08 | -3.78 | 320% |
| Returns for 5 years | 0.95 | -2.85 | -33% |
| Returns for 10 years | 49.00 | -4.37 | -1,122% |
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