EQTIX
Price
$15.47
Change
+$0.04 (+0.26%)
Updated
Apr 17 closing price
Net Assets
808.25M
HIOIX
Price
$10.91
Change
+$0.07 (+0.65%)
Updated
Apr 17 closing price
Net Assets
32.04M
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EQTIX vs HIOIX

Header iconEQTIX vs HIOIX Comparison
Open Charts EQTIX vs HIOIXBanner chart's image
Shelton Equity Income Investor
Price$15.47
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets808.25M
M3Sixty Income and Opportunity Instl
Price$10.91
Change+$0.07 (+0.65%)
VolumeN/A
Net Assets32.04M
EQTIX vs HIOIX Comparison Chart
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EQTIX vs. HIOIX commentary
Apr 18, 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 HIOIX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 808M vs. HIOIX (32M). EQTIX pays higher dividends than HIOIX: EQTIX (9.99) 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 : 3.24 vs. HIOIX (-2.50). EQTIX return over 5 years is better than : 40.56 vs. HIOIX (19.89).
EQTIXHIOIXEQTIX / HIOIX
Total Expense Ratio0.672.0133%
Annual Report Gross Expense Ratio0.672.7624%
Fund Existence29 years9 years-
Gain YTD-8.020-10.86674%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets808M32M2,525%
Annual Yield % from dividends9.990.00-
Returns for 1 year3.24-2.50-129%
Returns for 3 years15.2013.41113%
Returns for 5 years40.5619.89204%
Returns for 10 years0.69N/A-
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