EQTIX
Price
$17.29
Change
+$0.09 (+0.52%)
Updated
Jun 26 closing price
Net Assets
926.68M
HROAX
Price
$12.48
Change
+$0.16 (+1.30%)
Updated
Jun 26 closing price
Net Assets
34.55M
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EQTIX vs HROAX

Header iconEQTIX vs HROAX Comparison
Open Charts EQTIX vs HROAXBanner chart's image
Shelton Equity Income Investor
Price$17.29
Change+$0.09 (+0.52%)
VolumeN/A
Net Assets926.68M
M3Sixty Income and Opportunity A
Price$12.48
Change+$0.16 (+1.30%)
VolumeN/A
Net Assets34.55M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Jun 27, 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 HROAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 927M vs. HROAX (34.6M). EQTIX pays higher dividends than HROAX: EQTIX (9.61) vs HROAX (0.00). EQTIX was incepted earlier than HROAX: EQTIX (29 years) vs HROAX (9 years). HROAX (3.01) is less costly to investors than EQTIX (0.67). HROAX is a more actively managed with annual turnover of: 487.35 vs. EQTIX (74.00). EQTIX (1000) and HROAX (1000) have matching initial minimum investment requirements. HROAX annual gain was more profitable for investors over the last year : 11.13 vs. EQTIX (9.42). EQTIX return over 5 years is better than : 52.07 vs. HROAX (27.87).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years9 years-
Gain YTD2.5314.69854%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets927M34.6M2,679%
Annual Yield % from dividends9.610.00-
Returns for 1 year9.4211.1385%
Returns for 3 years40.5834.48118%
Returns for 5 years52.0727.87187%
Returns for 10 years13.71N/A-
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