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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Jun 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.93B vs. IOEZX (43.6M). IOEZX pays higher dividends than MUTHX: IOEZX (2.96) vs MUTHX (1.68). IOEZX was incepted earlier than MUTHX: IOEZX (22 years) vs MUTHX (77 years). IOEZX (1.23) is less costly to investors than MUTHX (0.74). MUTHX is a more actively managed with annual turnover of: 51.72 vs. IOEZX (26.00). 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 : 27.24 vs. MUTHX (5.97). IOEZX return over 5 years is better than : 7.49 vs. MUTHX (-0.12).
| IOEZX | MUTHX | IOEZX / MUTHX | |
| Total Expense Ratio | 1.23 | 0.74 | 166% |
| Annual Report Gross Expense Ratio | 1.23 | 0.74 | 166% |
| Fund Existence | 22 years | 77 years | - |
| Gain YTD | 12.752 | 3.747 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6M | 6.93B | 1% |
| Annual Yield % from dividends | 2.96 | 1.68 | 176% |
| Returns for 1 year | 27.24 | 5.97 | 457% |
| Returns for 3 years | 44.03 | 20.86 | 211% |
| Returns for 5 years | 7.49 | -0.12 | -6,500% |
| Returns for 10 years | 89.67 | 14.56 | 616% |
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