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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$16.14
Change-$0.40 (-2.42%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares C
Price$26.59
Change-$0.67 (-2.46%)
VolumeN/A
CapitalizationN/A
IOEZX vs TEMTX Comparison Chart
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IOEZX vs. TEMTX commentary
Dec 19, 2024
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 StrongSell and TEMTX is a Hold.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 7.26B vs. IOEZX (44.1M). IOEZX pays higher dividends than TEMTX: IOEZX (4.79) vs TEMTX (0.06). IOEZX was incepted earlier than TEMTX: IOEZX (21 years) vs TEMTX (76 years). IOEZX is a more actively managed with annual turnover of: 43.00 vs. TEMTX (35.16). IOEZX (1000) and TEMTX (1000) have matching initial minimum investment requirements. TEMTX annual gain was more profitable for investors over the last year : 10.39 vs. IOEZX (8.92). IOEZX return over 5 years is better than : 3.66 vs. TEMTX (0.35).
| IOEZX | TEMTX | IOEZX / TEMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 76 years | - |
| Gain YTD | 8.018 | 11.605 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.1M | 7.26B | 1% |
| Annual Yield % from dividends | 4.79 | 0.06 | 7,569% |
| Returns for 1 year | 8.92 | 10.39 | 86% |
| Returns for 3 years | -16.81 | 4.46 | -377% |
| Returns for 5 years | 3.66 | 0.35 | 1,035% |
| Returns for 10 years | 51.46 | -2.96 | -1,736% |
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