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IEQAX vs TESIX
IEQAX vs TESIX Comparison
Open Charts IEQAX vs TESIX
ICON Equity Income Investor
Price$17.18
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets40.85M
Franklin Mutual Shares A
Price$25.61
Change-$0.29 (-1.12%)
VolumeN/A
Net Assets6.96B
IEQAX vs TESIX Comparison Chart in %
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IEQAX vs. TESIX 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 TESIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TESIX has more cash in the bank: 6.96B vs. IEQAX (40.9M). IEQAX pays higher dividends than TESIX: IEQAX (3.50) vs TESIX (1.60). IEQAX was incepted earlier than TESIX: IEQAX (19 years) vs TESIX (76 years). IEQAX (1.50) is less costly to investors than TESIX (1.00). IEQAX is a more actively managed with annual turnover of: 62.00 vs. TESIX (33.08). IEQAX (1000) and TESIX (1000) have matching initial minimum investment requirements. IEQAX annual gain was more profitable for investors over the last year : 5.34 vs. TESIX (-6.78). TESIX return over 5 years is better than : 16.74 vs. IEQAX (14.86).
| IEQAX | TESIX | IEQAX / TESIX | |
| Total Expense Ratio | 1.50 | 1.00 | 150% |
| Annual Report Gross Expense Ratio | 1.50 | 1.00 | 150% |
| Fund Existence | 19 years | 76 years | - |
| Gain YTD | 11.055 | 5.645 | 196% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 6.96B | 1% |
| Annual Yield % from dividends | 3.50 | 1.60 | 218% |
| Returns for 1 year | 5.34 | -6.78 | -79% |
| Returns for 3 years | 9.84 | 10.18 | 97% |
| Returns for 5 years | 14.86 | 16.74 | 89% |
| Returns for 10 years | 63.54 | 1.39 | 4,560% |
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