EQTIX
Price
$17.12
Change
-$0.09 (-0.52%)
Updated
Nov 18 closing price
Net Assets
1.01B
HADUX
Price
$79.33
Change
-$0.53 (-0.66%)
Updated
Nov 18 closing price
Net Assets
142.01M
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EQTIX vs HADUX

Header iconEQTIX vs HADUX Comparison
Open Charts EQTIX vs HADUXBanner chart's image
Shelton Equity Income Investor
Price$17.12
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets1.01B
Horizon Equity Premium Income Advisor
Price$79.33
Change-$0.53 (-0.66%)
VolumeN/A
Net Assets142.01M
EQTIX vs HADUX Comparison Chart in %
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EQTIX vs. HADUX 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 HADUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. HADUX (142M). EQTIX pays higher dividends than HADUX: EQTIX (8.78) vs HADUX (5.77). EQTIX was incepted earlier than HADUX: EQTIX (29 years) vs HADUX (8 years). HADUX (1.24) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. HADUX (23.00). EQTIX has a lower initial minimum investment than HADUX: EQTIX (1000) vs HADUX (2500). HADUX annual gain was more profitable for investors over the last year : 15.11 vs. EQTIX (6.27). HADUX return over 5 years is better than : 70.82 vs. EQTIX (41.44).
EQTIXHADUXEQTIX / HADUX
Total Expense Ratio0.671.2454%
Annual Report Gross Expense Ratio0.671.2454%
Fund Existence29 years8 years-
Gain YTD7.24016.49044%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B142M711%
Annual Yield % from dividends8.785.77152%
Returns for 1 year6.2715.1141%
Returns for 3 years43.0149.3687%
Returns for 5 years41.4470.8259%
Returns for 10 years21.56N/A-
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