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IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$16.51
Change-$0.22 (-1.32%)
VolumeN/A
Net Assets42.95M
Franklin Mutual Shares R
Price$25.74
Change-$0.40 (-1.53%)
VolumeN/A
Net Assets7.16B
IEQAX vs TESRX Comparison Chart in %
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IEQAX vs. TESRX commentary
Jul 16, 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 Hold and TESRX is a Hold.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.16B vs. IEQAX (43M). IEQAX pays higher dividends than TESRX: IEQAX (3.77) vs TESRX (1.36). 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 : 10.05 vs. TESRX (2.55). IEQAX return over 5 years is better than : 27.49 vs. TESRX (24.94).
| 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 | 6.461 | 7.043 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 7.16B | 1% |
| Annual Yield % from dividends | 3.77 | 1.36 | 278% |
| Returns for 1 year | 10.05 | 2.55 | 393% |
| Returns for 3 years | 7.16 | 15.16 | 47% |
| Returns for 5 years | 27.49 | 24.94 | 110% |
| Returns for 10 years | 50.24 | -6.95 | -723% |
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