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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$16.62
Change+$0.15 (+0.91%)
VolumeN/A
Net Assets43.69M
Franklin Mutual Shares C
Price$25.94
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets7.29B
IOEZX vs TEMTX Comparison Chart
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IOEZX vs. TEMTX commentary
Jan 31, 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 TEMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 7.29B vs. IOEZX (43.7M). 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. IOEZX annual gain was more profitable for investors over the last year : 10.87 vs. TEMTX (6.21). IOEZX return over 5 years is better than : 7.04 vs. TEMTX (0.71).
| 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 | 2.425 | 4.103 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.7M | 7.29B | 1% |
| Annual Yield % from dividends | 4.79 | 0.06 | 7,569% |
| Returns for 1 year | 10.87 | 6.21 | 175% |
| Returns for 3 years | -8.95 | -1.79 | 501% |
| Returns for 5 years | 7.04 | 0.71 | 987% |
| Returns for 10 years | 52.53 | -5.61 | -937% |
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