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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$17.13
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets43.09M
Franklin Mutual Shares C
Price$26.39
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets7.09B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX commentary
Aug 17, 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: 7.09B vs. IOEZX (43.1M). IOEZX pays higher dividends than TEMTX: IOEZX (3.96) vs TEMTX (0.76). 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 : 8.57 vs. TEMTX (0.53). IOEZX return over 5 years is better than : 24.07 vs. TEMTX (19.80).
| 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 | 9.228 | 6.396 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1M | 7.09B | 1% |
| Annual Yield % from dividends | 3.96 | 0.76 | 523% |
| Returns for 1 year | 8.57 | 0.53 | 1,619% |
| Returns for 3 years | 3.29 | 3.98 | 83% |
| Returns for 5 years | 24.07 | 19.80 | 122% |
| Returns for 10 years | 59.39 | -5.95 | -997% |
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