Interact to see
Advertisement
Advertisement
IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$19.33
Change+$2.27 (+13.31%)
VolumeN/A
Net Assets43.75M
Franklin Mutual Shares Z
Price$26.87
Change+$0.75 (+2.87%)
VolumeN/A
Net Assets7.22B
IOEZX vs MUTHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IOEZX vs. MUTHX 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 IOEZX is a StrongBuy and MUTHX is a Buy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 7.22B vs. IOEZX (43.8M). IOEZX pays higher dividends than MUTHX: IOEZX (3.37) vs MUTHX (1.69). 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 : 22.68 vs. MUTHX (6.50). IOEZX return over 5 years is better than : 17.93 vs. MUTHX (12.98).
| 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 | 9.147 | 3.785 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 7.22B | 1% |
| Annual Yield % from dividends | 3.37 | 1.69 | 200% |
| Returns for 1 year | 22.68 | 6.50 | 349% |
| Returns for 3 years | 30.50 | 14.94 | 204% |
| Returns for 5 years | 17.93 | 12.98 | 138% |
| Returns for 10 years | 101.46 | 24.70 | 411% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement