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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$19.25
Change+$2.27 (+13.37%)
VolumeN/A
Net Assets44.27M
Franklin Mutual Shares Z
Price$26.87
Change+$0.75 (+2.87%)
VolumeN/A
Net Assets7.22B
IEQAX vs MUTHX Comparison Chart in %
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IEQAX vs. MUTHX 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 IEQAX is a StrongBuy and MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.22B vs. IEQAX (44.3M). IEQAX pays higher dividends than MUTHX: IEQAX (3.11) vs MUTHX (1.69). 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 : 22.42 vs. MUTHX (6.50). IEQAX return over 5 years is better than : 16.47 vs. MUTHX (12.98).
| 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 | 9.127 | 3.785 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 7.22B | 1% |
| Annual Yield % from dividends | 3.11 | 1.69 | 184% |
| Returns for 1 year | 22.42 | 6.50 | 345% |
| Returns for 3 years | 29.56 | 14.94 | 198% |
| Returns for 5 years | 16.47 | 12.98 | 127% |
| Returns for 10 years | 96.44 | 24.70 | 390% |
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