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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$17.38
Change+$0.29 (+1.70%)
VolumeN/A
Net Assets39.96M
Franklin Mutual Shares Z
Price$26.35
Change+$0.34 (+1.31%)
VolumeN/A
Net Assets6.83B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Nov 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.83B vs. IOEZX (40M). IOEZX pays higher dividends than MUTHX: IOEZX (3.74) vs MUTHX (1.82). IOEZX was incepted earlier than MUTHX: IOEZX (22 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 : 2.22 vs. MUTHX (-9.62). MUTHX return over 5 years is better than : 11.90 vs. IOEZX (9.60).
| IOEZX | MUTHX | IOEZX / MUTHX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 22 years | 76 years | - |
| Gain YTD | 9.329 | 4.348 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 6.83B | 1% |
| Annual Yield % from dividends | 3.74 | 1.82 | 205% |
| Returns for 1 year | 2.22 | -9.62 | -23% |
| Returns for 3 years | 7.67 | 8.45 | 91% |
| Returns for 5 years | 9.60 | 11.90 | 81% |
| Returns for 10 years | 61.60 | -1.01 | -6,106% |
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