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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets42.85M
Franklin Mutual Shares C
Price$26.65
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets7.2B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX commentary
Jul 07, 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: 7.2B vs. IOEZX (42.8M). IOEZX pays higher dividends than TEMTX: IOEZX (3.99) vs TEMTX (0.74). 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 : 12.18 vs. TEMTX (5.67). IOEZX return over 5 years is better than : 34.23 vs. TEMTX (28.26).
| 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 | 6.437 | 7.200 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 7.2B | 1% |
| Annual Yield % from dividends | 3.99 | 0.74 | 537% |
| Returns for 1 year | 12.18 | 5.67 | 215% |
| Returns for 3 years | 6.59 | 14.25 | 46% |
| Returns for 5 years | 34.23 | 28.26 | 121% |
| Returns for 10 years | 54.03 | -5.79 | -934% |
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