EQTIX
Price
$16.39
Change
+$0.12 (+0.74%)
Updated
Apr 2 closing price
Net Assets
867.53M
EQTKX
Price
$15.32
Change
+$0.11 (+0.72%)
Updated
Apr 2 closing price
Net Assets
867.53M
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EQTIX vs EQTKX

Header iconEQTIX vs EQTKX Comparison
Open Charts EQTIX vs EQTKXBanner chart's image
Shelton Equity Income Investor
Price$16.39
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets867.53M
Shelton Equity Income
Price$15.32
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets867.53M
EQTIX vs EQTKX Comparison Chart
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EQTIX vs. EQTKX commentary
Apr 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 EQTIX is a Hold and EQTKX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX (868M) and EQTKX (868M) have equal amount of cash in the bank . EQTKX pays higher dividends than EQTIX: EQTKX (10.69) vs EQTIX (9.99). EQTIX was incepted earlier than EQTKX: EQTIX (29 years) vs EQTKX (21 years). EQTKX (1.19) is less costly to investors than EQTIX (0.67). EQTIX (74.00) and EQTKX (74.00) have comparable annual turnover. EQTIX (1000) and EQTKX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 5.77 vs. EQTKX (5.27). EQTIX return over 5 years is better than : 62.85 vs. EQTKX (57.78).
EQTIXEQTKXEQTIX / EQTKX
Total Expense Ratio0.671.1956%
Annual Report Gross Expense Ratio0.671.1956%
Fund Existence29 years21 years-
Gain YTD-3.013-3.15196%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets868M868M100%
Annual Yield % from dividends9.9910.6993%
Returns for 1 year5.775.27109%
Returns for 3 years19.5617.63111%
Returns for 5 years62.8557.78109%
Returns for 10 years8.242.13387%
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