Interact to see
Advertisement
Advertisement
FMSHX vs IEQAX
FMSHX vs IEQAX Comparison
Open Charts FMSHX vs IEQAX
Franklin Mutual Shares R6
Price$26.12
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets7.1B
ICON Equity Income Investor
Price$17.92
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets41.53M
FMSHX vs IEQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSHX vs. IEQAX commentary
Dec 27, 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 FMSHX is a Hold and IEQAX is a Hold.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7.1B vs. IEQAX (41.5M). IEQAX pays higher dividends than FMSHX: IEQAX (3.42) vs FMSHX (1.82). 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 : 14.08 vs. FMSHX (4.04). IEQAX (12.87) and FMSHX (12.36) have equivalent 5 years return.
| 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 | 4.874 | 14.902 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 41.5M | 17,108% |
| Annual Yield % from dividends | 1.82 | 3.42 | 53% |
| Returns for 1 year | 4.04 | 14.08 | 29% |
| Returns for 3 years | 19.56 | 27.07 | 72% |
| Returns for 5 years | 12.36 | 12.87 | 96% |
| Returns for 10 years | 9.99 | 72.34 | 14% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ANEFX | 72.81 | 0.33 | +0.46% |
| American Funds New Economy A | |||
| FVDKX | 39.09 | 0.13 | +0.33% |
| Fidelity Value Discovery K | |||
| DMCYX | 29.48 | 0.07 | +0.24% |
| BNY Mellon Opportunistic Midcap Value Y | |||
| ROFCX | 12.28 | 0.02 | +0.16% |
| Royce Small-Cap Opportunity Consult | |||
| GGINX | 12.88 | -0.01 | -0.08% |
| Goldman Sachs Global Infras Inv | |||