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IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$17.27
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets43.4M
Franklin Mutual Shares R
Price$26.36
Change-$0.12 (-0.45%)
VolumeN/A
Net Assets7.17B
IEQAX vs TESRX Comparison Chart in %
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IEQAX vs. TESRX 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 TESRX is a Buy.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.17B vs. IEQAX (43.4M). IEQAX pays higher dividends than TESRX: IEQAX (3.54) vs TESRX (1.33). IEQAX was incepted earlier than TESRX: IEQAX (19 years) vs TESRX (24 years). IEQAX (1.50) is less costly to investors than TESRX (1.25). IEQAX is a more actively managed with annual turnover of: 62.00 vs. TESRX (33.08). IEQAX (1000) and TESRX (1000) have matching initial minimum investment requirements. IEQAX annual gain was more profitable for investors over the last year : 6.00 vs. TESRX (-0.90). IEQAX (24.31) and TESRX (23.99) have equivalent 5 years return.
| IEQAX | TESRX | IEQAX / TESRX | |
| Total Expense Ratio | 1.50 | 1.25 | 120% |
| Annual Report Gross Expense Ratio | 1.50 | 1.25 | 120% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 10.407 | 8.436 | 123% |
| Front Load | N/A | N/A | - |
| 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 | 1.33 | 266% |
| Returns for 1 year | 6.00 | -0.90 | -665% |
| Returns for 3 years | 11.57 | 14.69 | 79% |
| Returns for 5 years | 24.31 | 23.99 | 101% |
| Returns for 10 years | 67.71 | 4.79 | 1,414% |
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