EQTIX
Price
$17.72
Change
-$0.13 (-0.73%)
Updated
Dec 27 closing price
HIOIX
Price
$12.35
Change
-$0.09 (-0.72%)
Updated
Dec 27 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$17.72
Change-$0.13 (-0.73%)
VolumeN/A
CapitalizationN/A
Fintrust Income and Opportunity Instl
Price$12.35
Change-$0.09 (-0.72%)
VolumeN/A
CapitalizationN/A
EQTIX vs HIOIX Comparison Chart
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EQTIX vs. HIOIX commentary
Dec 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 842M 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 : 18.12 vs. HIOIX (13.51). EQTIX return over 5 years is better than : 36.78 vs. HIOIX (16.40).
EQTIXHIOIXEQTIX / HIOIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD18.25114.140129%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets842M34.6M2,434%
Annual Yield % from dividends8.270.00-
Returns for 1 year18.1213.51134%
Returns for 3 years21.5118.18118%
Returns for 5 years36.7816.40224%
Returns for 10 years11.36N/A-
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