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IEQAX vs TESRX
IEQAX vs TESRX Comparison
Open Charts IEQAX vs TESRX
ICON Equity Income Investor
Price$17.18
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets40.85M
Franklin Mutual Shares R
Price$25.45
Change-$0.28 (-1.09%)
VolumeN/A
Net Assets6.96B
IEQAX vs TESRX Comparison Chart in %
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IEQAX vs. TESRX 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 TESRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TESRX has more cash in the bank: 6.96B vs. IEQAX (40.9M). IEQAX pays higher dividends than TESRX: IEQAX (3.50) vs TESRX (1.36). IEQAX was incepted earlier than TESRX: IEQAX (19 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 : 5.34 vs. TESRX (-7.04). TESRX return over 5 years is better than : 15.74 vs. IEQAX (14.86).
| IEQAX | TESRX | IEQAX / TESRX | |
| Total Expense Ratio | 1.50 | 1.25 | 120% |
| Annual Report Gross Expense Ratio | 1.50 | 1.25 | 120% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 11.055 | 5.381 | 205% |
| Front Load | N/A | N/A | - |
| 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 | 1.36 | 257% |
| Returns for 1 year | 5.34 | -7.04 | -76% |
| Returns for 3 years | 9.84 | 9.57 | 103% |
| Returns for 5 years | 14.86 | 15.74 | 94% |
| Returns for 10 years | 63.54 | 0.33 | 19,206% |
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