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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$17.48
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets43.18M
Franklin Mutual Shares Z
Price$27.03
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets7.16B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Sep 06, 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: 7.16B vs. IOEZX (43.2M). IOEZX pays higher dividends than MUTHX: IOEZX (3.74) vs MUTHX (1.77). 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 : 7.54 vs. MUTHX (1.62). MUTHX (26.47) and IOEZX (25.58) have equivalent 5 years return.
| 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 | 10.496 | 8.825 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.2M | 7.16B | 1% |
| Annual Yield % from dividends | 3.74 | 1.77 | 211% |
| Returns for 1 year | 7.54 | 1.62 | 467% |
| Returns for 3 years | 13.24 | 16.95 | 78% |
| Returns for 5 years | 25.58 | 26.47 | 97% |
| Returns for 10 years | 68.71 | 5.68 | 1,209% |
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