EQTIX
Price
$16.42
Change
+$0.05 (+0.31%)
Updated
May 8 closing price
Net Assets
864.86M
HIOIX
Price
$12.06
Change
+$0.18 (+1.52%)
Updated
May 8 closing price
Net Assets
33.64M
Ad is loading...

EQTIX vs HIOIX

Header iconEQTIX vs HIOIX Comparison
Open Charts EQTIX vs HIOIXBanner chart's image
Shelton Equity Income Investor
Price$16.42
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets864.86M
M3Sixty Income and Opportunity Instl
Price$12.06
Change+$0.18 (+1.52%)
VolumeN/A
Net Assets33.64M
EQTIX vs HIOIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQTIX vs. HIOIX commentary
May 09, 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 Buy and HIOIX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 865M vs. HIOIX (33.6M). EQTIX pays higher dividends than HIOIX: EQTIX (10.01) vs HIOIX (0.00). EQTIX was incepted earlier than HIOIX: EQTIX (29 years) vs HIOIX (9 years). HIOIX (2.76) is less costly to investors than EQTIX (0.67). HIOIX is a more actively managed with annual turnover of: 487.35 vs. EQTIX (74.00). EQTIX has a lower initial minimum investment than HIOIX: EQTIX (1000) vs HIOIX (2000). EQTIX annual gain was more profitable for investors over the last year : 7.56 vs. HIOIX (7.10). EQTIX return over 5 years is better than : 46.73 vs. HIOIX (27.62).
EQTIXHIOIXEQTIX / HIOIX
Total Expense Ratio0.672.2130%
Annual Report Gross Expense Ratio0.672.7624%
Fund Existence29 years9 years-
Gain YTD-2.417-1.471164%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets865M33.6M2,574%
Annual Yield % from dividends10.010.00-
Returns for 1 year7.567.10106%
Returns for 3 years31.4130.38103%
Returns for 5 years46.7327.62169%
Returns for 10 years6.16N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
ETCG8.530.73
+9.33%
Grayscale Ethereum Classic Trust (ETC)
NVDY15.360.10
+0.66%
YieldMax NVDA Option Income Strategy ETF
UCRD21.080.07
+0.32%
VictoryShares Corporate Bond ETF
SHAG47.51-0.10
-0.20%
WisdomTree Yield Enh US S-T Aggt Bd ETF
PFH17.29-0.06
-0.35%
Prudential Financial