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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$16.23
Change-$0.22 (-1.34%)
VolumeN/A
Net Assets41.3M
Franklin Mutual Shares C
Price$25.63
Change-$0.31 (-1.20%)
VolumeN/A
Net Assets6.96B
IOEZX vs TEMTX Comparison Chart
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IOEZX vs. TEMTX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 6.96B vs. IOEZX (41.3M). IOEZX pays higher dividends than TEMTX: IOEZX (4.29) vs TEMTX (0.77). 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 : 8.31 vs. TEMTX (2.03). IOEZX return over 5 years is better than : 29.07 vs. TEMTX (22.66).
| 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 | 1.901 | 3.097 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.3M | 6.96B | 1% |
| Annual Yield % from dividends | 4.29 | 0.77 | 554% |
| Returns for 1 year | 8.31 | 2.03 | 410% |
| Returns for 3 years | 3.32 | 10.67 | 31% |
| Returns for 5 years | 29.07 | 22.66 | 128% |
| Returns for 10 years | 45.46 | -10.78 | -422% |
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