EQTIX
Price
$17.17
Change
+$0.07 (+0.41%)
Updated
Aug 8 closing price
Net Assets
966.81M
HROAX
Price
$12.75
Change
-$0.20 (-1.54%)
Updated
Aug 8 closing price
Net Assets
35.16M
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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$17.17
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets966.81M
M3Sixty Income and Opportunity A
Price$12.75
Change-$0.20 (-1.54%)
VolumeN/A
Net Assets35.16M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Aug 11, 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 HROAX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 967M vs. HROAX (35.2M). EQTIX pays higher dividends than HROAX: EQTIX (9.33) vs HROAX (0.00). EQTIX was incepted earlier than HROAX: EQTIX (29 years) vs HROAX (10 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 : 16.65 vs. EQTIX (12.75). EQTIX return over 5 years is better than : 45.76 vs. HROAX (16.44).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years10 years-
Gain YTD4.6436.96367%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets967M35.2M2,747%
Annual Yield % from dividends9.330.00-
Returns for 1 year12.7516.6577%
Returns for 3 years37.8932.95115%
Returns for 5 years45.7616.44278%
Returns for 10 years16.13N/A-
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