EQTIX
Price
$17.32
Change
+$0.08 (+0.46%)
Updated
Oct 17 closing price
Net Assets
999.88M
EQTKX
Price
$16.09
Change
+$0.07 (+0.44%)
Updated
Oct 17 closing price
Net Assets
999.88M
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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$17.32
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets999.88M
Shelton Equity Income
Price$16.09
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets999.88M
EQTIX vs EQTKX Comparison Chart in %
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EQTIX vs. EQTKX 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 EQTIX is a Hold and EQTKX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX (1B) and EQTKX (1B) have equal amount of cash in the bank . EQTKX pays higher dividends than EQTIX: EQTKX (9.54) vs EQTIX (8.86). EQTIX was incepted earlier than EQTKX: EQTIX (29 years) vs EQTKX (22 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 : 6.76 vs. EQTKX (6.27). EQTIX return over 5 years is better than : 45.99 vs. EQTKX (41.53).
EQTIXEQTKXEQTIX / EQTKX
Total Expense Ratio0.671.1956%
Annual Report Gross Expense Ratio0.671.1956%
Fund Existence29 years22 years-
Gain YTD7.4276.977106%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1B1B100%
Annual Yield % from dividends8.869.5493%
Returns for 1 year6.766.27108%
Returns for 3 years52.8650.38105%
Returns for 5 years45.9941.53111%
Returns for 10 years25.0617.65142%
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