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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$17.69
Change+$0.23 (+1.32%)
VolumeN/A
Net Assets41.12M
Franklin Mutual Shares C
Price$26.19
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets6.93B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX 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 TEMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 6.93B vs. IOEZX (41.1M). IOEZX pays higher dividends than TEMTX: IOEZX (3.65) vs TEMTX (0.73). IOEZX was incepted earlier than TEMTX: IOEZX (22 years) vs TEMTX (76 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 : 6.13 vs. TEMTX (-8.49). IOEZX return over 5 years is better than : 13.22 vs. TEMTX (9.69).
| 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 | 76 years | - |
| Gain YTD | 12.528 | 5.125 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 6.93B | 1% |
| Annual Yield % from dividends | 3.65 | 0.73 | 501% |
| Returns for 1 year | 6.13 | -8.49 | -72% |
| Returns for 3 years | 20.09 | 6.86 | 293% |
| Returns for 5 years | 13.22 | 9.69 | 136% |
| Returns for 10 years | 68.76 | -3.06 | -2,247% |
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