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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$16.76
Change-$0.18 (-1.06%)
VolumeN/A
Net Assets44.29M
Franklin Mutual Shares C
Price$25.23
Change-$0.39 (-1.52%)
VolumeN/A
Net Assets7.14B
IOEZX vs TEMTX Comparison Chart
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IOEZX vs. TEMTX commentary
Mar 11, 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: 7.14B vs. IOEZX (44.3M). IOEZX pays higher dividends than TEMTX: IOEZX (4.12) vs TEMTX (0.75). 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 : 12.44 vs. TEMTX (1.75). IOEZX return over 5 years is better than : 36.97 vs. TEMTX (25.35).
| 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 | 5.348 | 3.057 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 7.14B | 1% |
| Annual Yield % from dividends | 4.12 | 0.75 | 551% |
| Returns for 1 year | 12.44 | 1.75 | 711% |
| Returns for 3 years | -1.15 | 1.46 | -79% |
| Returns for 5 years | 36.97 | 25.35 | 146% |
| Returns for 10 years | 55.68 | -9.00 | -619% |
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