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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$19.33
Change+$2.27 (+13.31%)
VolumeN/A
Net Assets43.75M
Franklin Mutual Shares C
Price$26.75
Change+$0.91 (+3.52%)
VolumeN/A
Net Assets7.22B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX 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 TEMTX is a Buy.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 7.22B vs. IOEZX (43.8M). IOEZX pays higher dividends than TEMTX: IOEZX (3.37) vs TEMTX (0.72). 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 : 22.68 vs. TEMTX (5.41). IOEZX return over 5 years is better than : 17.93 vs. TEMTX (8.28).
| 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 | 9.147 | 3.682 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 7.22B | 1% |
| Annual Yield % from dividends | 3.37 | 0.72 | 468% |
| Returns for 1 year | 22.68 | 5.41 | 419% |
| Returns for 3 years | 30.50 | 11.47 | 266% |
| Returns for 5 years | 17.93 | 8.28 | 217% |
| Returns for 10 years | 101.46 | 18.94 | 536% |
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