EQTIX
Price
$17.15
Change
-$0.01 (-0.06%)
Updated
Jul 8 closing price
Net Assets
950.37M
HNDDX
Price
$73.66
Change
-$0.11 (-0.15%)
Updated
Jul 8 closing price
Net Assets
130.45M
Interact to see
Advertisement

EQTIX vs HNDDX

Header iconEQTIX vs HNDDX Comparison
Open Charts EQTIX vs HNDDXBanner chart's image
Shelton Equity Income Investor
Price$17.15
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets950.37M
Horizon Equity Premium Income Investor
Price$73.66
Change-$0.11 (-0.15%)
VolumeN/A
Net Assets130.45M
EQTIX vs HNDDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
EQTIX vs. HNDDX commentary
Jul 09, 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 Buy and HNDDX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 950M vs. HNDDX (130M). EQTIX pays higher dividends than HNDDX: EQTIX (9.36) vs HNDDX (6.47). EQTIX was incepted earlier than HNDDX: EQTIX (29 years) vs HNDDX (9 years). HNDDX (1.09) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. HNDDX (23.00). EQTIX has a lower initial minimum investment than HNDDX: EQTIX (1000) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 13.46 vs. EQTIX (10.69). HNDDX return over 5 years is better than : 80.90 vs. EQTIX (52.46).
EQTIXHNDDXEQTIX / HNDDX
Total Expense Ratio0.671.0961%
Annual Report Gross Expense Ratio0.671.0961%
Fund Existence29 years9 years-
Gain YTD4.5827.66560%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets950M130M731%
Annual Yield % from dividends9.366.47145%
Returns for 1 year10.6913.4679%
Returns for 3 years43.5546.0495%
Returns for 5 years52.4680.9065%
Returns for 10 years16.37N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AILCX17.250.18
+1.05%
American Beacon International Eq C
OEGCX19.95N/A
N/A
Invesco Discovery Mid Cap Growth C
FERRX11.73N/A
N/A
First Eagle Global Real Assets R6
PGRSX9.64N/A
N/A
Principal Global Real Estate Sec R6
IGNYX17.30N/A
N/A
Macquarie Natural Resources Y