EQTIX
Price
$17.17
Change
-$0.25 (-1.44%)
Updated
Mar 3 closing price
Net Assets
887.59M
HIOIX
Price
$11.64
Change
-$0.19 (-1.61%)
Updated
Mar 3 closing price
Net Assets
33.69M
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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$17.17
Change-$0.25 (-1.44%)
VolumeN/A
Net Assets887.59M
M3Sixty Income and Opportunity Instl
Price$11.64
Change-$0.19 (-1.61%)
VolumeN/A
Net Assets33.69M
EQTIX vs HIOIX Comparison Chart
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EQTIX vs. HIOIX commentary
Mar 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 HIOIX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 888M vs. HIOIX (33.7M). EQTIX pays higher dividends than HIOIX: EQTIX (8.27) vs HIOIX (0.00). EQTIX was incepted earlier than HIOIX: EQTIX (29 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). EQTIX annual gain was more profitable for investors over the last year : 11.67 vs. HIOIX (4.58). EQTIX return over 5 years is better than : 44.89 vs. HIOIX (12.57).
EQTIXHIOIXEQTIX / HIOIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence29 years9 years-
Gain YTD1.515-4.902-31%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets888M33.7M2,635%
Annual Yield % from dividends8.270.00-
Returns for 1 year11.674.58255%
Returns for 3 years29.2723.17126%
Returns for 5 years44.8912.57357%
Returns for 10 years13.47N/A-
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