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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$17.38
Change+$0.29 (+1.70%)
VolumeN/A
Net Assets39.96M
Franklin Mutual Shares C
Price$26.03
Change+$0.33 (+1.28%)
VolumeN/A
Net Assets6.83B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX commentary
Nov 26, 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: 6.83B vs. IOEZX (40M). IOEZX pays higher dividends than TEMTX: IOEZX (3.74) vs TEMTX (0.74). IOEZX was incepted earlier than TEMTX: IOEZX (22 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 : 2.22 vs. TEMTX (-10.52). IOEZX return over 5 years is better than : 9.60 vs. TEMTX (8.46).
| IOEZX | TEMTX | IOEZX / TEMTX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.25 | 1.75 | 71% |
| Fund Existence | 22 years | 76 years | - |
| Gain YTD | 9.329 | 3.395 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 6.83B | 1% |
| Annual Yield % from dividends | 3.74 | 0.74 | 501% |
| Returns for 1 year | 2.22 | -10.52 | -21% |
| Returns for 3 years | 7.67 | 6.26 | 122% |
| Returns for 5 years | 9.60 | 8.46 | 113% |
| Returns for 10 years | 61.60 | -4.59 | -1,343% |
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