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FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$26.84
Change+$0.73 (+2.80%)
VolumeN/A
Net Assets7.22B
ICON Equity Income Investor
Price$19.25
Change+$2.27 (+13.37%)
VolumeN/A
Net Assets44.27M
FMSHX vs IEQAX Comparison Chart in %
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FMSHX vs. IEQAX commentary
Feb 04, 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 FMSHX is a Buy and IEQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.22B vs. IEQAX (44.3M). IEQAX pays higher dividends than FMSHX: IEQAX (3.11) vs FMSHX (1.74). FMSHX was incepted earlier than IEQAX: FMSHX (13 years) vs IEQAX (20 years). IEQAX (1.50) is less costly to investors than FMSHX (0.70). IEQAX is a more actively managed with annual turnover of: 62.00 vs. FMSHX (33.08). IEQAX has a lower initial minimum investment than FMSHX: IEQAX (1000) vs FMSHX (1000000). IEQAX annual gain was more profitable for investors over the last year : 22.42 vs. FMSHX (6.56). IEQAX return over 5 years is better than : 16.47 vs. FMSHX (13.13).
| FMSHX | IEQAX | FMSHX / IEQAX | |
| Total Expense Ratio | 0.70 | 1.50 | 47% |
| Annual Report Gross Expense Ratio | 0.70 | 1.50 | 47% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 3.790 | 9.127 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.22B | 44.3M | 16,296% |
| Annual Yield % from dividends | 1.74 | 3.11 | 56% |
| Returns for 1 year | 6.56 | 22.42 | 29% |
| Returns for 3 years | 15.08 | 29.56 | 51% |
| Returns for 5 years | 13.13 | 16.47 | 80% |
| Returns for 10 years | 24.93 | 96.44 | 26% |
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