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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets42.85M
Franklin Mutual Shares Z
Price$26.87
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets7.2B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Jul 07, 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 Buy and MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.2B vs. IOEZX (42.8M). IOEZX pays higher dividends than MUTHX: IOEZX (3.99) vs MUTHX (1.82). 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 : 12.18 vs. MUTHX (6.80). IOEZX return over 5 years is better than : 34.23 vs. MUTHX (32.44).
| 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 | 6.437 | 7.782 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 7.2B | 1% |
| Annual Yield % from dividends | 3.99 | 1.82 | 220% |
| Returns for 1 year | 12.18 | 6.80 | 179% |
| Returns for 3 years | 6.59 | 16.70 | 39% |
| Returns for 5 years | 34.23 | 32.44 | 106% |
| Returns for 10 years | 54.03 | -2.18 | -2,482% |
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