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IEQAX vs TESIX
IEQAX vs TESIX Comparison
Open Charts IEQAX vs TESIX
ICON Equity Income Investor
Price$17.27
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets43.4M
Franklin Mutual Shares A
Price$26.51
Change-$0.13 (-0.49%)
VolumeN/A
Net Assets7.17B
IEQAX vs TESIX Comparison Chart in %
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IEQAX vs. TESIX 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 TESIX is a Buy.
FUNDAMENTALS
Fundamentals
TESIX has more cash in the bank: 7.17B vs. IEQAX (43.4M). IEQAX pays higher dividends than TESIX: IEQAX (3.54) vs TESIX (1.57). IEQAX was incepted earlier than TESIX: IEQAX (19 years) vs TESIX (76 years). IEQAX (1.50) is less costly to investors than TESIX (1.00). IEQAX is a more actively managed with annual turnover of: 62.00 vs. TESIX (33.08). IEQAX (1000) and TESIX (1000) have matching initial minimum investment requirements. IEQAX annual gain was more profitable for investors over the last year : 6.00 vs. TESIX (-0.63). TESIX (25.07) and IEQAX (24.31) have equivalent 5 years return.
| IEQAX | TESIX | IEQAX / TESIX | |
| Total Expense Ratio | 1.50 | 1.00 | 150% |
| Annual Report Gross Expense Ratio | 1.50 | 1.00 | 150% |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 10.407 | 8.646 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4M | 7.17B | 1% |
| Annual Yield % from dividends | 3.54 | 1.57 | 226% |
| Returns for 1 year | 6.00 | -0.63 | -952% |
| Returns for 3 years | 11.57 | 15.34 | 75% |
| Returns for 5 years | 24.31 | 25.07 | 97% |
| Returns for 10 years | 67.71 | 5.87 | 1,154% |
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