EQTIX
Price
$17.71
Change
+$0.08 (+0.45%)
Updated
Jan 30 closing price
Net Assets
865.97M
HIOIX
Price
$12.52
Change
+$0.08 (+0.64%)
Updated
Jan 30 closing price
Net Assets
34.59M
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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$17.71
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets865.97M
M3Sixty Income and Opportunity Instl
Price$12.52
Change+$0.08 (+0.64%)
VolumeN/A
Net Assets34.59M
EQTIX vs HIOIX Comparison Chart
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EQTIX vs. HIOIX commentary
Feb 01, 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 StrongBuy and HIOIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 866M vs. HIOIX (34.6M). 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). EQTIX annual gain was more profitable for investors over the last year : 18.40 vs. HIOIX (15.50). EQTIX return over 5 years is better than : 42.93 vs. HIOIX (20.04).
EQTIXHIOIXEQTIX / HIOIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD2.7392.288120%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets866M34.6M2,503%
Annual Yield % from dividends8.270.00-
Returns for 1 year18.4015.50119%
Returns for 3 years27.8328.4198%
Returns for 5 years42.9320.04214%
Returns for 10 years16.95N/A-
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