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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$15.94
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets41.02M
Franklin Mutual Shares C
Price$24.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.77B
IOEZX vs TEMTX Comparison Chart
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IOEZX vs. TEMTX commentary
May 12, 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: 6.77B vs. IOEZX (41M). IOEZX pays higher dividends than TEMTX: IOEZX (4.39) vs TEMTX (0.80). IOEZX was incepted earlier than TEMTX: IOEZX (21 years) vs TEMTX (76 years). TEMTX (1.75) is less costly to investors than IOEZX (1.09). 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 : 3.98 vs. TEMTX (-2.55). IOEZX return over 5 years is better than : 30.63 vs. TEMTX (22.74).
| IOEZX | TEMTX | IOEZX / TEMTX | |
| Total Expense Ratio | 1.09 | 1.75 | 62% |
| Annual Report Gross Expense Ratio | 1.09 | 1.75 | 62% |
| Fund Existence | 21 years | 76 years | - |
| Gain YTD | 0.080 | -0.523 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41M | 6.77B | 1% |
| Annual Yield % from dividends | 4.39 | 0.80 | 552% |
| Returns for 1 year | 3.98 | -2.55 | -156% |
| Returns for 3 years | -2.66 | 1.36 | -195% |
| Returns for 5 years | 30.63 | 22.74 | 135% |
| Returns for 10 years | 43.84 | -14.05 | -312% |
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