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IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$16.81
Change-$0.05 (-0.30%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares R
Price$27.88
Change-$0.03 (-0.11%)
VolumeN/A
CapitalizationN/A
IEQAX vs TESRX Comparison Chart
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IEQAX vs. TESRX commentary
Nov 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 Sell and TESRX is a Sell.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.55B vs. IEQAX (45.7M). 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 : 22.88 vs. IEQAX (17.24). TESRX return over 5 years is better than : 7.72 vs. IEQAX (5.31).
| 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 | 10.008 | 15.899 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 7.55B | 1% |
| Annual Yield % from dividends | 4.50 | 1.41 | 318% |
| Returns for 1 year | 17.24 | 22.88 | 75% |
| Returns for 3 years | -18.50 | -2.92 | 633% |
| Returns for 5 years | 5.31 | 7.72 | 69% |
| Returns for 10 years | 50.24 | 1.34 | 3,744% |
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