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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$16.89
Change-$0.05 (-0.30%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares C
Price$28.19
Change-$0.03 (-0.11%)
VolumeN/A
CapitalizationN/A
IOEZX vs TEMTX Comparison Chart
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IOEZX vs. TEMTX commentary
Nov 18, 2024
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 Sell and TEMTX is a Sell.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 7.55B vs. IOEZX (45.7M). IOEZX pays higher dividends than TEMTX: IOEZX (4.79) vs TEMTX (0.06). IOEZX was incepted earlier than TEMTX: IOEZX (21 years) vs TEMTX (75 years). 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. TEMTX annual gain was more profitable for investors over the last year : 22.38 vs. IOEZX (17.51). IOEZX (6.74) and TEMTX (6.42) have equivalent 5 years return.
| IOEZX | TEMTX | IOEZX / TEMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 75 years | - |
| Gain YTD | 10.304 | 15.413 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 7.55B | 1% |
| Annual Yield % from dividends | 4.79 | 0.06 | 7,569% |
| Returns for 1 year | 17.51 | 22.38 | 78% |
| Returns for 3 years | -17.80 | -3.69 | 483% |
| Returns for 5 years | 6.74 | 6.42 | 105% |
| Returns for 10 years | 54.17 | 0.27 | 19,873% |
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