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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$17.48
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets43.18M
Franklin Mutual Shares C
Price$26.76
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets7.16B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX commentary
Sep 06, 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 TEMTX is a Buy.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 7.16B vs. IOEZX (43.2M). IOEZX pays higher dividends than TEMTX: IOEZX (3.74) vs TEMTX (0.73). IOEZX was incepted earlier than TEMTX: IOEZX (21 years) vs TEMTX (76 years). TEMTX (1.75) is less costly to investors than IOEZX (1.25). IOEZX is a more actively managed with annual turnover of: 62.00 vs. TEMTX (33.08). IOEZX (1000) and TEMTX (1000) have matching initial minimum investment requirements. IOEZX annual gain was more profitable for investors over the last year : 7.54 vs. TEMTX (0.53). IOEZX return over 5 years is better than : 25.58 vs. TEMTX (22.52).
| IOEZX | TEMTX | IOEZX / TEMTX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.25 | 1.75 | 71% |
| Fund Existence | 21 years | 76 years | - |
| Gain YTD | 10.496 | 8.045 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.2M | 7.16B | 1% |
| Annual Yield % from dividends | 3.74 | 0.73 | 515% |
| Returns for 1 year | 7.54 | 0.53 | 1,415% |
| Returns for 3 years | 13.24 | 14.46 | 92% |
| Returns for 5 years | 25.58 | 22.52 | 114% |
| Returns for 10 years | 68.71 | 1.80 | 3,824% |
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