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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$17.40
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets40.95M
Franklin Mutual Shares Z
Price$26.41
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets6.94B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX 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 IOEZX is a Buy and MUTHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MUTHX has more cash in the bank: 6.94B vs. IOEZX (41M). IOEZX pays higher dividends than MUTHX: IOEZX (3.74) vs MUTHX (1.82). IOEZX was incepted earlier than MUTHX: IOEZX (22 years) vs MUTHX (76 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 : 5.59 vs. MUTHX (-6.38). MUTHX return over 5 years is better than : 18.16 vs. IOEZX (16.38).
| 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 | 76 years | - |
| Gain YTD | 11.313 | 5.953 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41M | 6.94B | 1% |
| Annual Yield % from dividends | 3.74 | 1.82 | 205% |
| Returns for 1 year | 5.59 | -6.38 | -88% |
| Returns for 3 years | 10.72 | 11.10 | 97% |
| Returns for 5 years | 16.38 | 18.16 | 90% |
| Returns for 10 years | 67.72 | 3.22 | 2,102% |
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