Interact to see
Advertisement
Advertisement
IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$18.01
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets41.53M
Franklin Mutual Shares C
Price$26.06
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets7.1B
IOEZX vs TEMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IOEZX vs. TEMTX commentary
Dec 26, 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 TEMTX is a Hold.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 7.1B vs. IOEZX (41.5M). IOEZX pays higher dividends than TEMTX: IOEZX (3.65) vs TEMTX (0.73). IOEZX was incepted earlier than TEMTX: IOEZX (22 years) vs TEMTX (77 years). TEMTX (1.75) is less costly to investors than IOEZX (1.25). IOEZX is a more actively managed with annual turnover of: 62.00 vs. TEMTX (33.08). IOEZX (1000) and TEMTX (1000) have matching initial minimum investment requirements. IOEZX annual gain was more profitable for investors over the last year : 14.37 vs. TEMTX (4.01). IOEZX return over 5 years is better than : 14.35 vs. TEMTX (8.69).
| IOEZX | TEMTX | IOEZX / TEMTX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.25 | 1.75 | 71% |
| Fund Existence | 22 years | 77 years | - |
| Gain YTD | 15.215 | 4.843 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 7.1B | 1% |
| Annual Yield % from dividends | 3.65 | 0.73 | 501% |
| Returns for 1 year | 14.37 | 4.01 | 359% |
| Returns for 3 years | 28.01 | 17.06 | 164% |
| Returns for 5 years | 14.35 | 8.69 | 165% |
| Returns for 10 years | 76.80 | 5.79 | 1,327% |