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IOEZX vs TESIX
IOEZX vs TESIX Comparison
Open Charts IOEZX vs TESIX
ICON Equity Income Institutional
Price$16.67
Change-$0.18 (-1.07%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares A
Price$26.53
Change-$0.24 (-0.90%)
VolumeN/A
CapitalizationN/A
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IOEZX vs TESIX Comparison Chart
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IOEZX vs. TESIX commentary
Sep 08, 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 Buy and TESIX is a Buy.
FUNDAMENTALS
Fundamentals
TESIX has more cash in the bank: 7.24B vs. IOEZX (46.6M). IOEZX pays higher dividends than TESIX: IOEZX (4.79) vs TESIX (1.64). IOEZX was incepted earlier than TESIX: IOEZX (20 years) vs TESIX (75 years). IOEZX is a more actively managed with annual turnover of: 43.00 vs. TESIX (35.16). IOEZX (1000) and TESIX (1000) have matching initial minimum investment requirements. TESIX (14.72) and IOEZX (14.18) have marching annual gain over last year. IOEZX return over 5 years is better than : 15.05 vs. TESIX (5.10).
| IOEZX | TESIX | IOEZX / TESIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 75 years | - |
| Gain YTD | 9.036 | 10.803 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.6M | 7.24B | 1% |
| Annual Yield % from dividends | 4.79 | 1.64 | 291% |
| Returns for 1 year | 14.18 | 14.72 | 96% |
| Returns for 3 years | -16.32 | -5.18 | 315% |
| Returns for 5 years | 15.05 | 5.10 | 295% |
| Returns for 10 years | 56.33 | -2.81 | -2,002% |
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