EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
EQTKX
Price
$16.41
Change
+$0.10 (+0.61%)
Updated
Jan 17 closing price
Net Assets
852.4M
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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$17.51
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets852.4M
Shelton Equity Income
Price$16.41
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets852.4M
EQTIX vs EQTKX Comparison Chart
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EQTIX vs. EQTKX commentary
Jan 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.

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FUNDAMENTALS
Fundamentals
EQTIX (852M) and EQTKX (852M) have equal amount of cash in the bank . EQTKX pays higher dividends than EQTIX: EQTKX (8.70) vs EQTIX (8.27). EQTIX was incepted earlier than EQTKX: EQTIX (28 years) vs EQTKX (21 years). EQTIX (79.00) and EQTKX (79.00) have comparable annual turnover. EQTIX (1000) and EQTKX (1000) have matching initial minimum investment requirements. EQTIX (18.23) and EQTKX (17.61) have marching annual gain over last year. EQTIX return over 5 years is better than : 36.36 vs. EQTKX (32.04).
EQTIXEQTKXEQTIX / EQTKX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years21 years-
Gain YTD1.4571.367107%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets852M852M100%
Annual Yield % from dividends8.278.7095%
Returns for 1 year18.2317.61103%
Returns for 3 years24.9122.82109%
Returns for 5 years36.3632.04113%
Returns for 10 years14.578.33175%
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