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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$17.25
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets41.58M
Franklin Mutual Shares C
Price$25.99
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets7.04B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX commentary
Oct 08, 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: 7.04B vs. IOEZX (41.6M). IOEZX pays higher dividends than TEMTX: IOEZX (3.71) 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 : 6.86 vs. TEMTX (-3.11). IOEZX (20.97) and TEMTX (20.67) have equivalent 5 years return.
| 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 | 10.737 | 5.004 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.6M | 7.04B | 1% |
| Annual Yield % from dividends | 3.71 | 0.74 | 505% |
| Returns for 1 year | 6.86 | -3.11 | -221% |
| Returns for 3 years | 18.25 | 22.30 | 82% |
| Returns for 5 years | 20.97 | 20.67 | 101% |
| Returns for 10 years | 64.54 | -2.20 | -2,932% |
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