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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$16.89
Change-$0.05 (-0.30%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares Z
Price$28.56
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
IOEZX vs MUTHX Comparison Chart
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IOEZX vs. MUTHX commentary
Nov 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 IOEZX is a Sell and MUTHX is a Sell.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.55B vs. IOEZX (45.7M). IOEZX pays higher dividends than MUTHX: IOEZX (4.79) vs MUTHX (1.83). IOEZX was incepted earlier than MUTHX: IOEZX (21 years) vs MUTHX (75 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 : 23.56 vs. IOEZX (17.51). MUTHX return over 5 years is better than : 9.90 vs. IOEZX (6.74).
| IOEZX | MUTHX | IOEZX / MUTHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 75 years | - |
| Gain YTD | 10.304 | 16.451 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 7.55B | 1% |
| Annual Yield % from dividends | 4.79 | 1.83 | 261% |
| Returns for 1 year | 17.51 | 23.56 | 74% |
| Returns for 3 years | -17.80 | -1.59 | 1,122% |
| Returns for 5 years | 6.74 | 9.90 | 68% |
| Returns for 10 years | 54.17 | 4.05 | 1,337% |
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