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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$15.44
Change+$0.21 (+1.38%)
VolumeN/A
Net Assets39.91M
Franklin Mutual Shares C
Price$23.68
Change+$0.26 (+1.11%)
VolumeN/A
Net Assets6.52B
IOEZX vs TEMTX Comparison Chart
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IOEZX vs. TEMTX commentary
Apr 16, 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: 6.53B vs. IOEZX (39.9M). IOEZX pays higher dividends than TEMTX: IOEZX (4.20) 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 (1.09). IOEZX is a more actively managed with annual turnover of: 43.00 vs. TEMTX (35.16). IOEZX (1000) and TEMTX (1000) have matching initial minimum investment requirements. IOEZX annual gain was more profitable for investors over the last year : 3.69 vs. TEMTX (-5.99). IOEZX return over 5 years is better than : 30.48 vs. TEMTX (19.82).
| 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 | -4.377 | -5.792 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.9M | 6.53B | 1% |
| Annual Yield % from dividends | 4.20 | 0.77 | 548% |
| Returns for 1 year | 3.69 | -5.99 | -62% |
| Returns for 3 years | -12.17 | -10.85 | 112% |
| Returns for 5 years | 30.48 | 19.82 | 154% |
| Returns for 10 years | 38.04 | -18.58 | -205% |
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