EQTIX
Price
$17.57
Change
+$0.06 (+0.34%)
Updated
Aug 28 closing price
Net Assets
986.06M
HNDDX
Price
$76.64
Change
+$0.21 (+0.27%)
Updated
Aug 28 closing price
Net Assets
135M
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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$17.57
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets986.06M
Horizon Equity Premium Income Investor
Price$76.64
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets135M
EQTIX vs HNDDX Comparison Chart in %
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EQTIX vs. HNDDX commentary
Aug 29, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 986M vs. HNDDX (135M). 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 : 16.17 vs. EQTIX (10.48). HNDDX return over 5 years is better than : 71.98 vs. EQTIX (46.19).
EQTIXHNDDXEQTIX / HNDDX
Total Expense Ratio0.671.0961%
Annual Report Gross Expense Ratio0.671.0961%
Fund Existence29 years9 years-
Gain YTD6.71511.68957%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets986M135M730%
Annual Yield % from dividends9.336.35147%
Returns for 1 year10.4816.1765%
Returns for 3 years43.1747.7091%
Returns for 5 years46.1971.9864%
Returns for 10 years25.61N/A-
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