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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$16.14
Change-$0.40 (-2.42%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares Z
Price$26.96
Change-$0.68 (-2.46%)
VolumeN/A
CapitalizationN/A
IOEZX vs MUTHX Comparison Chart
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IOEZX vs. MUTHX commentary
Dec 19, 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 IOEZX is a StrongSell and MUTHX is a Hold.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.26B vs. IOEZX (44.1M). IOEZX pays higher dividends than MUTHX: IOEZX (4.79) vs MUTHX (1.83). IOEZX was incepted earlier than MUTHX: IOEZX (21 years) vs MUTHX (76 years). IOEZX is a more actively managed with annual turnover of: 43.00 vs. MUTHX (35.16). IOEZX has a lower initial minimum investment than MUTHX: IOEZX (1000) vs MUTHX (100000). MUTHX annual gain was more profitable for investors over the last year : 11.45 vs. IOEZX (8.92). IOEZX (3.66) and MUTHX (3.59) have equivalent 5 years return.
| IOEZX | MUTHX | IOEZX / MUTHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 76 years | - |
| Gain YTD | 8.018 | 12.699 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1M | 7.26B | 1% |
| Annual Yield % from dividends | 4.79 | 1.83 | 261% |
| Returns for 1 year | 8.92 | 11.45 | 78% |
| Returns for 3 years | -16.81 | 6.68 | -252% |
| Returns for 5 years | 3.66 | 3.59 | 102% |
| Returns for 10 years | 51.46 | 0.71 | 7,213% |
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