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IOEZX vs TESRX
IOEZX vs TESRX Comparison
Open Charts IOEZX vs TESRX
IOEZX vs TESRX Comparison Chart in %
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IOEZX vs. TESRX commentary
Aug 19, 2026
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 Hold and TESRX is a Hold.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.29B vs. IOEZX (46.5M). IOEZX pays higher dividends than TESRX: IOEZX (2.81) vs TESRX (1.20). IOEZX was incepted earlier than TESRX: IOEZX (22 years) vs TESRX (25 years). TESRX (1.24) and IOEZX (1.23) have similar cost to investors . TESRX is a more actively managed with annual turnover of: 51.72 vs. IOEZX (26.00). IOEZX (1000) and TESRX (1000) have matching initial minimum investment requirements. IOEZX annual gain was more profitable for investors over the last year : 28.76 vs. TESRX (8.85). IOEZX return over 5 years is better than : 16.07 vs. TESRX (3.74).
| IOEZX | TESRX | IOEZX / TESRX | |
| Total Expense Ratio | 1.23 | 1.24 | 99% |
| Annual Report Gross Expense Ratio | 1.23 | 1.24 | 99% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 22.206 | 10.474 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5M | 7.29B | 1% |
| Annual Yield % from dividends | 2.81 | 1.20 | 235% |
| Returns for 1 year | 28.76 | 8.85 | 325% |
| Returns for 3 years | 53.81 | 23.72 | 227% |
| Returns for 5 years | 16.07 | 3.74 | 430% |
| Returns for 10 years | 92.78 | 9.56 | 971% |
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