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IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$16.46
Change-$0.14 (-0.84%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares R
Price$26.98
Change-$0.21 (-0.77%)
VolumeN/A
CapitalizationN/A
IEQAX vs TESRX Comparison Chart
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IEQAX vs. TESRX commentary
Dec 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 StrongSell and TESRX is a Hold.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.32B vs. IEQAX (44.5M). IEQAX pays higher dividends than TESRX: IEQAX (4.50) vs TESRX (1.41). IEQAX was incepted earlier than TESRX: IEQAX (19 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 : 10.88 vs. IEQAX (8.62). IEQAX return over 5 years is better than : 2.31 vs. TESRX (1.63).
| IEQAX | TESRX | IEQAX / TESRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 7.718 | 12.158 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5M | 7.32B | 1% |
| Annual Yield % from dividends | 4.50 | 1.41 | 318% |
| Returns for 1 year | 8.62 | 10.88 | 79% |
| Returns for 3 years | -17.45 | 5.37 | -325% |
| Returns for 5 years | 2.31 | 1.63 | 142% |
| Returns for 10 years | 47.68 | -1.89 | -2,520% |
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