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FMSHX vs IOEZX
FMSHX vs IOEZX Comparison
Open Charts FMSHX vs IOEZX
Franklin Mutual Shares R6
Price$26.76
Change+$0.26 (+0.98%)
VolumeN/A
Net Assets7B
ICON Equity Income Institutional
Price$17.69
Change+$0.23 (+1.32%)
VolumeN/A
Net Assets41.12M
FMSHX vs IOEZX Comparison Chart in %
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FMSHX vs. IOEZX commentary
Dec 04, 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 StrongBuy and IOEZX is a Buy.
FUNDAMENTALS
Fundamentals
FMSHX has more cash in the bank: 7B vs. IOEZX (41.1M). IOEZX pays higher dividends than FMSHX: IOEZX (3.65) vs FMSHX (1.82). FMSHX was incepted earlier than IOEZX: FMSHX (13 years) vs IOEZX (22 years). IOEZX (1.25) is less costly to investors than FMSHX (0.70). IOEZX is a more actively managed with annual turnover of: 62.00 vs. FMSHX (33.08). IOEZX has a lower initial minimum investment than FMSHX: IOEZX (1000) vs FMSHX (1000000). IOEZX annual gain was more profitable for investors over the last year : 6.13 vs. FMSHX (-7.45). FMSHX (13.33) and IOEZX (13.22) have equivalent 5 years return.
| FMSHX | IOEZX | FMSHX / IOEZX | |
| Total Expense Ratio | 0.70 | 1.25 | 56% |
| Annual Report Gross Expense Ratio | 0.70 | 1.25 | 56% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 6.199 | 12.528 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7B | 41.1M | 17,036% |
| Annual Yield % from dividends | 1.82 | 3.65 | 50% |
| Returns for 1 year | -7.45 | 6.13 | -122% |
| Returns for 3 years | 9.17 | 20.09 | 46% |
| Returns for 5 years | 13.33 | 13.22 | 101% |
| Returns for 10 years | 0.74 | 68.76 | 1% |
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