EQTIX
Price
$15.69
Change
-$0.70 (-4.27%)
Updated
Apr 3 closing price
Net Assets
873.46M
HADUX
Price
$66.75
Change
-$3.11 (-4.45%)
Updated
Apr 3 closing price
Net Assets
121.62M
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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$15.69
Change-$0.70 (-4.27%)
VolumeN/A
Net Assets873.46M
Horizon Equity Premium Income Advisor
Price$66.75
Change-$3.11 (-4.45%)
VolumeN/A
Net Assets121.62M
EQTIX vs HADUX Comparison Chart
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EQTIX vs. HADUX 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 HADUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 873M vs. HADUX (122M). EQTIX pays higher dividends than HADUX: EQTIX (9.99) vs HADUX (6.27). EQTIX was incepted earlier than HADUX: EQTIX (29 years) vs HADUX (8 years). HADUX (1.36) 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 : 9.69 vs. EQTIX (6.55). HADUX return over 5 years is better than : 84.04 vs. EQTIX (64.06).
EQTIXHADUXEQTIX / HADUX
Total Expense Ratio0.671.3649%
Annual Report Gross Expense Ratio0.671.3649%
Fund Existence29 years8 years-
Gain YTD-2.298-1.284179%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets873M122M716%
Annual Yield % from dividends9.996.27159%
Returns for 1 year6.559.6968%
Returns for 3 years20.1718.38110%
Returns for 5 years64.0684.0476%
Returns for 10 years8.43N/A-
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