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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$18.01
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets41.53M
Franklin Mutual Shares Z
Price$26.15
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets7.1B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Dec 27, 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 IOEZX is a Hold and MUTHX is a Hold.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.1B vs. IOEZX (41.5M). IOEZX pays higher dividends than MUTHX: IOEZX (3.65) vs MUTHX (1.78). IOEZX was incepted earlier than MUTHX: IOEZX (22 years) vs MUTHX (77 years). IOEZX (1.25) is less costly to investors than MUTHX (0.75). IOEZX is a more actively managed with annual turnover of: 62.00 vs. MUTHX (33.08). IOEZX has a lower initial minimum investment than MUTHX: IOEZX (1000) vs MUTHX (100000). IOEZX annual gain was more profitable for investors over the last year : 14.37 vs. MUTHX (4.07). IOEZX return over 5 years is better than : 14.35 vs. MUTHX (12.23).
| IOEZX | MUTHX | IOEZX / MUTHX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 22 years | 77 years | - |
| Gain YTD | 15.215 | 4.910 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 7.1B | 1% |
| Annual Yield % from dividends | 3.65 | 1.78 | 205% |
| Returns for 1 year | 14.37 | 4.07 | 353% |
| Returns for 3 years | 28.01 | 19.48 | 144% |
| Returns for 5 years | 14.35 | 12.23 | 117% |
| Returns for 10 years | 76.80 | 9.80 | 784% |
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