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IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$19.25
Change+$2.27 (+13.37%)
VolumeN/A
Net Assets44.27M
Franklin Mutual Shares R
Price$26.25
Change+$0.78 (+3.06%)
VolumeN/A
Net Assets7.22B
IEQAX vs TESRX Comparison Chart in %
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IEQAX vs. TESRX 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 TESRX is a Buy.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 7.22B vs. IEQAX (44.3M). IEQAX pays higher dividends than TESRX: IEQAX (3.11) vs TESRX (1.27). IEQAX was incepted earlier than TESRX: IEQAX (20 years) vs TESRX (24 years). IEQAX (1.50) is less costly to investors than TESRX (1.25). IEQAX is a more actively managed with annual turnover of: 62.00 vs. TESRX (33.08). IEQAX (1000) and TESRX (1000) have matching initial minimum investment requirements. IEQAX annual gain was more profitable for investors over the last year : 22.42 vs. TESRX (5.85). IEQAX return over 5 years is better than : 16.47 vs. TESRX (10.06).
| IEQAX | TESRX | IEQAX / TESRX | |
| Total Expense Ratio | 1.50 | 1.25 | 120% |
| Annual Report Gross Expense Ratio | 1.50 | 1.25 | 120% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 9.127 | 3.755 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 7.22B | 1% |
| Annual Yield % from dividends | 3.11 | 1.27 | 246% |
| Returns for 1 year | 22.42 | 5.85 | 383% |
| Returns for 3 years | 29.56 | 12.80 | 231% |
| Returns for 5 years | 16.47 | 10.06 | 164% |
| Returns for 10 years | 96.44 | 20.59 | 468% |
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