Ad is loading...
IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$17.01
Change-$0.04 (-0.23%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares R
Price$27.46
Change-$0.09 (-0.33%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
IEQAX vs TESRX Comparison Chart
Loading...
IEQAX vs. TESRX commentary
Oct 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 Buy and TESRX is a Buy.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.52B vs. IEQAX (47.3M). IEQAX pays higher dividends than TESRX: IEQAX (4.50) vs TESRX (1.41). IEQAX was incepted earlier than TESRX: IEQAX (18 years) vs TESRX (23 years). IEQAX is a more actively managed with annual turnover of: 43.00 vs. TESRX (35.16). IEQAX (1000) and TESRX (1000) have matching initial minimum investment requirements. TESRX annual gain was more profitable for investors over the last year : 21.75 vs. IEQAX (18.20). IEQAX return over 5 years is better than : 12.72 vs. TESRX (11.04).
| IEQAX | TESRX | IEQAX / TESRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 11.579 | 14.527 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3M | 7.52B | 1% |
| Annual Yield % from dividends | 4.50 | 1.41 | 318% |
| Returns for 1 year | 18.20 | 21.75 | 84% |
| Returns for 3 years | -14.38 | -2.58 | 556% |
| Returns for 5 years | 12.72 | 11.04 | 115% |
| Returns for 10 years | 63.50 | 7.24 | 877% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers