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IOEZX vs MUTHX
IOEZX vs MUTHX Comparison
Open Charts IOEZX vs MUTHX
ICON Equity Income Institutional
Price$17.69
Change+$0.23 (+1.32%)
VolumeN/A
Net Assets41.12M
Franklin Mutual Shares Z
Price$26.51
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets6.93B
IOEZX vs MUTHX Comparison Chart in %
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IOEZX vs. MUTHX commentary
Dec 04, 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: 6.93B vs. IOEZX (41.1M). IOEZX pays higher dividends than MUTHX: IOEZX (3.65) vs MUTHX (1.78). 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 : 6.13 vs. MUTHX (-7.52). IOEZX (13.22) and MUTHX (13.20) have equivalent 5 years return.
| 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 | 12.528 | 6.153 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 6.93B | 1% |
| Annual Yield % from dividends | 3.65 | 1.78 | 205% |
| Returns for 1 year | 6.13 | -7.52 | -81% |
| Returns for 3 years | 20.09 | 9.06 | 222% |
| Returns for 5 years | 13.22 | 13.20 | 100% |
| Returns for 10 years | 68.76 | 0.63 | 10,842% |
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