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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$17.93
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets41.53M
Franklin Mutual Shares Z
Price$26.17
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.1B
IEQAX vs MUTHX Comparison Chart in %
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IEQAX vs. MUTHX 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 IEQAX is a Hold and MUTHX is a Hold.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.1B vs. IEQAX (41.5M). IEQAX pays higher dividends than MUTHX: IEQAX (3.42) vs MUTHX (1.78). IEQAX was incepted earlier than MUTHX: IEQAX (20 years) vs MUTHX (77 years). IEQAX (1.50) is less costly to investors than MUTHX (0.75). IEQAX is a more actively managed with annual turnover of: 62.00 vs. MUTHX (33.08). IEQAX has a lower initial minimum investment than MUTHX: IEQAX (1000) vs MUTHX (100000). IEQAX annual gain was more profitable for investors over the last year : 14.07 vs. MUTHX (3.91). IEQAX (12.93) and MUTHX (12.32) have equivalent 5 years return.
| IEQAX | MUTHX | IEQAX / MUTHX | |
| Total Expense Ratio | 1.50 | 0.75 | 200% |
| Annual Report Gross Expense Ratio | 1.50 | 0.75 | 200% |
| Fund Existence | 20 years | 77 years | - |
| Gain YTD | 14.966 | 4.990 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 7.1B | 1% |
| Annual Yield % from dividends | 3.42 | 1.78 | 192% |
| Returns for 1 year | 14.07 | 3.91 | 360% |
| Returns for 3 years | 26.90 | 19.46 | 138% |
| Returns for 5 years | 12.93 | 12.32 | 105% |
| Returns for 10 years | 71.85 | 9.59 | 749% |
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