EQTIX
Price
$17.12
Change
-$0.09 (-0.52%)
Updated
Nov 18 closing price
Net Assets
1.01B
EQTKX
Price
$15.89
Change
-$0.09 (-0.56%)
Updated
Nov 18 closing price
Net Assets
1.01B
Interact to see
Advertisement

EQTIX vs EQTKX

Header iconEQTIX vs EQTKX Comparison
Open Charts EQTIX vs EQTKXBanner chart's image
Shelton Equity Income Investor
Price$17.12
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets1.01B
Shelton Equity Income
Price$15.89
Change-$0.09 (-0.56%)
VolumeN/A
Net Assets1.01B
EQTIX vs EQTKX Comparison Chart in %
View a ticker or compare two or three
VS
EQTIX vs. EQTKX commentary
Nov 19, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
EQTIX (1.01B) and EQTKX (1.01B) have equal amount of cash in the bank . EQTKX pays higher dividends than EQTIX: EQTKX (9.45) vs EQTIX (8.78). 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 : 6.27 vs. EQTKX (5.75). EQTIX return over 5 years is better than : 41.44 vs. EQTKX (37.06).
EQTIXEQTKXEQTIX / EQTKX
Total Expense Ratio0.671.1956%
Annual Report Gross Expense Ratio0.671.1956%
Fund Existence29 years22 years-
Gain YTD7.2406.710108%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B1.01B100%
Annual Yield % from dividends8.789.4593%
Returns for 1 year6.275.75109%
Returns for 3 years43.0140.64106%
Returns for 5 years41.4437.06112%
Returns for 10 years21.5614.30151%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PN0.810.06
+8.01%
Skycorp Solar Group Limited
PECO34.780.51
+1.49%
Phillips Edison & Company
RICK23.300.17
+0.73%
RCI Hospitality Holdings
LHX285.44-2.25
-0.78%
L3Harris Technologies
GDRX2.80-0.06
-1.93%
GoodRx Holdings