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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$17.13
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets43.09M
Franklin Mutual Shares Z
Price$26.64
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets7.09B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Aug 17, 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: 7.09B vs. IOEZX (43.1M). IOEZX pays higher dividends than MUTHX: IOEZX (3.96) vs MUTHX (1.85). 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 : 8.57 vs. MUTHX (1.57). IOEZX (24.07) and MUTHX (23.66) 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 | 9.228 | 7.100 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 7.09B | 1% |
| Annual Yield % from dividends | 3.96 | 1.85 | 214% |
| Returns for 1 year | 8.57 | 1.57 | 545% |
| Returns for 3 years | 3.29 | 6.21 | 53% |
| Returns for 5 years | 24.07 | 23.66 | 102% |
| Returns for 10 years | 59.39 | -2.38 | -2,499% |
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