Ad is loading...
Ad is loading...
IOEZX vs TESRX
IOEZX vs TESRX Comparison
Open Charts IOEZX vs TESRX
ICON Equity Income Institutional
Price$16.89
Change-$0.05 (-0.30%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Shares R
Price$27.88
Change-$0.03 (-0.11%)
VolumeN/A
CapitalizationN/A
IOEZX vs TESRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IOEZX vs. TESRX 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 TESRX is a Sell.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.55B vs. IOEZX (45.7M). IOEZX pays higher dividends than TESRX: IOEZX (4.79) vs TESRX (1.41). IOEZX was incepted earlier than TESRX: IOEZX (21 years) vs TESRX (23 years). IOEZX is a more actively managed with annual turnover of: 43.00 vs. TESRX (35.16). IOEZX (1000) and TESRX (1000) have matching initial minimum investment requirements. TESRX annual gain was more profitable for investors over the last year : 22.88 vs. IOEZX (17.51). TESRX return over 5 years is better than : 7.72 vs. IOEZX (6.74).
| IOEZX | TESRX | IOEZX / TESRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 10.304 | 15.899 | 65% |
| 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 | 1.41 | 338% |
| Returns for 1 year | 17.51 | 22.88 | 77% |
| Returns for 3 years | -17.80 | -2.92 | 609% |
| Returns for 5 years | 6.74 | 7.72 | 87% |
| Returns for 10 years | 54.17 | 1.34 | 4,036% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GTMIX | 15.15 | 0.02 | +0.13% |
| GMO International Opportunistic Val III | |||
| GSQTX | 43.34 | -0.38 | -0.87% |
| Goldman Sachs Small Cap Value Inv | |||
| BITSX | 26.93 | -0.35 | -1.28% |
| iShares Total US Stock Market Idx Instl | |||
| CNPEX | 62.47 | -0.91 | -1.44% |
| American Funds New Perspective 529E | |||
| AFCSX | 16.55 | -0.29 | -1.72% |
| American Century Focused Intl Gr I | |||