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IEQAX vs MUTHX
IEQAX vs MUTHX Comparison
Open Charts IEQAX vs MUTHX
ICON Equity Income Investor
Price$17.18
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets40.85M
Franklin Mutual Shares Z
Price$26.11
Change-$0.30 (-1.14%)
VolumeN/A
Net Assets6.96B
IEQAX vs MUTHX Comparison Chart in %
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IEQAX vs. MUTHX commentary
Nov 14, 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 Buy and MUTHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.96B vs. IEQAX (40.9M). IEQAX pays higher dividends than MUTHX: IEQAX (3.50) vs MUTHX (1.82). IEQAX was incepted earlier than MUTHX: IEQAX (19 years) vs MUTHX (76 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 : 5.34 vs. MUTHX (-6.38). MUTHX return over 5 years is better than : 18.16 vs. IEQAX (14.86).
| IEQAX | MUTHX | IEQAX / MUTHX | |
| Total Expense Ratio | 1.50 | 0.75 | 200% |
| Annual Report Gross Expense Ratio | 1.50 | 0.75 | 200% |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 11.055 | 5.953 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 6.96B | 1% |
| Annual Yield % from dividends | 3.50 | 1.82 | 192% |
| Returns for 1 year | 5.34 | -6.38 | -84% |
| Returns for 3 years | 9.84 | 11.10 | 89% |
| Returns for 5 years | 14.86 | 18.16 | 82% |
| Returns for 10 years | 63.54 | 3.22 | 1,972% |
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