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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$16.95
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets40.36M
Franklin Mutual Shares Z
Price$26.08
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets6.9B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Oct 18, 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: 6.9B vs. IOEZX (40.4M). IOEZX pays higher dividends than MUTHX: IOEZX (3.71) vs MUTHX (1.79). IOEZX was incepted earlier than MUTHX: IOEZX (21 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 : 3.16 vs. MUTHX (-5.41). MUTHX return over 5 years is better than : 23.85 vs. IOEZX (17.98).
| IOEZX | MUTHX | IOEZX / MUTHX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 21 years | 76 years | - |
| Gain YTD | 8.434 | 4.629 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 6.9B | 1% |
| Annual Yield % from dividends | 3.71 | 1.79 | 207% |
| Returns for 1 year | 3.16 | -5.41 | -58% |
| Returns for 3 years | 12.82 | 20.05 | 64% |
| Returns for 5 years | 17.98 | 23.85 | 75% |
| Returns for 10 years | 60.80 | 0.72 | 8,466% |
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