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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$17.25
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets41.58M
Franklin Mutual Shares Z
Price$26.28
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets7.04B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Oct 08, 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 IOEZX is a StrongBuy and MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.04B vs. IOEZX (41.6M). IOEZX pays higher dividends than MUTHX: IOEZX (3.71) vs MUTHX (1.79). IOEZX was incepted earlier than MUTHX: IOEZX (21 years) vs MUTHX (76 years). IOEZX (1.25) is less costly to investors than MUTHX (0.75). IOEZX is a more actively managed with annual turnover of: 62.00 vs. MUTHX (33.08). IOEZX has a lower initial minimum investment than MUTHX: IOEZX (1000) vs MUTHX (100000). IOEZX annual gain was more profitable for investors over the last year : 6.86 vs. MUTHX (-2.09). MUTHX return over 5 years is better than : 24.61 vs. IOEZX (20.97).
| IOEZX | MUTHX | IOEZX / MUTHX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 21 years | 76 years | - |
| Gain YTD | 10.737 | 5.873 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 7.04B | 1% |
| Annual Yield % from dividends | 3.71 | 1.79 | 207% |
| Returns for 1 year | 6.86 | -2.09 | -327% |
| Returns for 3 years | 18.25 | 24.85 | 73% |
| Returns for 5 years | 20.97 | 24.61 | 85% |
| Returns for 10 years | 64.54 | 1.52 | 4,235% |
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