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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$16.95
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets40.36M
Franklin Mutual Shares C
Price$25.79
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets6.9B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX 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 TEMTX is a Hold.
FUNDAMENTALS
Fundamentals
TEMTX has more cash in the bank: 6.9B vs. IOEZX (40.4M). IOEZX pays higher dividends than TEMTX: IOEZX (3.71) vs TEMTX (0.74). IOEZX was incepted earlier than TEMTX: IOEZX (21 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 : 3.16 vs. TEMTX (-6.39). TEMTX return over 5 years is better than : 20.05 vs. IOEZX (17.98).
| IOEZX | TEMTX | IOEZX / TEMTX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.25 | 1.75 | 71% |
| Fund Existence | 21 years | 76 years | - |
| Gain YTD | 8.434 | 3.757 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4M | 6.9B | 1% |
| Annual Yield % from dividends | 3.71 | 0.74 | 505% |
| Returns for 1 year | 3.16 | -6.39 | -49% |
| Returns for 3 years | 12.82 | 17.57 | 73% |
| Returns for 5 years | 17.98 | 20.05 | 90% |
| Returns for 10 years | 60.80 | -2.95 | -2,064% |
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