EQTIX
Price
$17.10
Change
-$0.05 (-0.29%)
Updated
Aug 7 closing price
Net Assets
964.9M
HNDDX
Price
$75.05
Change
-$0.07 (-0.09%)
Updated
Aug 7 closing price
Net Assets
133.07M
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EQTIX vs HNDDX

Header iconEQTIX vs HNDDX Comparison
Open Charts EQTIX vs HNDDXBanner chart's image
Shelton Equity Income Investor
Price$17.10
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets964.9M
Horizon Equity Premium Income Investor
Price$75.05
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets133.07M
EQTIX vs HNDDX Comparison Chart in %
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EQTIX vs. HNDDX commentary
Aug 08, 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 HNDDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 965M vs. HNDDX (133M). EQTIX pays higher dividends than HNDDX: EQTIX (9.33) vs HNDDX (6.35). 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 : 21.45 vs. EQTIX (14.88). HNDDX return over 5 years is better than : 72.24 vs. EQTIX (45.59).
EQTIXHNDDXEQTIX / HNDDX
Total Expense Ratio0.671.0961%
Annual Report Gross Expense Ratio0.671.0961%
Fund Existence29 years9 years-
Gain YTD4.5219.63547%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets965M133M726%
Annual Yield % from dividends9.336.35147%
Returns for 1 year14.8821.4569%
Returns for 3 years37.6444.5485%
Returns for 5 years45.5972.2463%
Returns for 10 years15.01N/A-
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