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IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$16.09
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets41.13M
Franklin Mutual Shares R
Price$25.03
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets6.92B
IEQAX vs TESRX Comparison Chart
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IEQAX vs. TESRX commentary
Jun 07, 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 TESRX is a Buy.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 6.92B vs. IEQAX (41.1M). IEQAX pays higher dividends than TESRX: IEQAX (4.05) vs TESRX (1.41). IEQAX was incepted earlier than TESRX: IEQAX (19 years) vs TESRX (23 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 : 6.11 vs. TESRX (0.61). IEQAX return over 5 years is better than : 17.08 vs. TESRX (14.63).
| 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 | 23 years | - |
| Gain YTD | 1.289 | 2.375 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 6.92B | 1% |
| Annual Yield % from dividends | 4.05 | 1.41 | 287% |
| Returns for 1 year | 6.11 | 0.61 | 1,000% |
| Returns for 3 years | -5.83 | 0.59 | -992% |
| Returns for 5 years | 17.08 | 14.63 | 117% |
| Returns for 10 years | 41.98 | -10.09 | -416% |
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