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EQTIX
Price
$17.91
Change
+$0.14 (+0.79%)
Updated
Nov 21 closing price
HIOIX
Price
$12.79
Change
+$0.03 (+0.24%)
Updated
Nov 21 closing price
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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$17.91
Change+$0.14 (+0.79%)
VolumeN/A
CapitalizationN/A
Fintrust Income and Opportunity Instl
Price$12.79
Change+$0.03 (+0.24%)
VolumeN/A
CapitalizationN/A
EQTIX vs HIOIX Comparison Chart
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EQTIX vs. HIOIX commentary
Nov 22, 2024

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 StrongBuy and HIOIX is a Sell.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 814M vs. HIOIX (34.9M). EQTIX pays higher dividends than HIOIX: EQTIX (8.27) vs HIOIX (0.00). EQTIX was incepted earlier than HIOIX: EQTIX (28 years) vs HIOIX (9 years). HIOIX is a more actively managed with annual turnover of: 739.85 vs. EQTIX (79.00). EQTIX has a lower initial minimum investment than HIOIX: EQTIX (1000) vs HIOIX (2000). HIOIX annual gain was more profitable for investors over the last year : 24.42 vs. EQTIX (22.29). EQTIX return over 5 years is better than : 32.62 vs. HIOIX (18.76).
EQTIXHIOIXEQTIX / HIOIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD19.51918.207107%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets814M34.9M2,332%
Annual Yield % from dividends8.270.00-
Returns for 1 year22.2924.4291%
Returns for 3 years21.9111.41192%
Returns for 5 years32.6218.76174%
Returns for 10 years14.19N/A-
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