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IOEZX vs TEMTX
IOEZX vs TEMTX Comparison
Open Charts IOEZX vs TEMTX
ICON Equity Income Institutional
Price$17.40
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets40.95M
Franklin Mutual Shares C
Price$26.09
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets6.94B
IOEZX vs TEMTX Comparison Chart in %
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IOEZX vs. TEMTX commentary
Nov 14, 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: 6.94B vs. IOEZX (41M). IOEZX pays higher dividends than TEMTX: IOEZX (3.74) vs TEMTX (0.74). 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 : 5.59 vs. TEMTX (-7.37). IOEZX return over 5 years is better than : 16.38 vs. TEMTX (14.47).
| 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 | 11.313 | 4.964 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41M | 6.94B | 1% |
| Annual Yield % from dividends | 3.74 | 0.74 | 501% |
| Returns for 1 year | 5.59 | -7.37 | -76% |
| Returns for 3 years | 10.72 | 8.81 | 122% |
| Returns for 5 years | 16.38 | 14.47 | 113% |
| Returns for 10 years | 67.72 | -0.60 | -11,242% |
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