EQTIX
Price
$17.61
Change
+$0.17 (+0.97%)
Updated
Dec 20 closing price
HROAX
Price
$11.93
Change
-$0.50 (-4.02%)
Updated
Dec 20 closing price
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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$17.61
Change+$0.17 (+0.97%)
VolumeN/A
CapitalizationN/A
Fintrust Income and Opportunity A
Price$11.93
Change-$0.50 (-4.02%)
VolumeN/A
CapitalizationN/A
EQTIX vs HROAX Comparison Chart
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EQTIX vs. HROAX commentary
Dec 23, 2024

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 Hold and HROAX is a Buy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 828M vs. HROAX (34M). EQTIX pays higher dividends than HROAX: EQTIX (8.27) vs HROAX (0.00). EQTIX was incepted earlier than HROAX: EQTIX (28 years) vs HROAX (9 years). HROAX is a more actively managed with annual turnover of: 739.85 vs. EQTIX (79.00). EQTIX (1000) and HROAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 18.10 vs. HROAX (12.55). EQTIX return over 5 years is better than : 36.20 vs. HROAX (13.84).
EQTIXHROAXEQTIX / HROAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD17.51712.867136%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets828M34M2,435%
Annual Yield % from dividends8.270.00-
Returns for 1 year18.1012.55144%
Returns for 3 years23.7018.47128%
Returns for 5 years36.2013.84262%
Returns for 10 years10.71N/A-
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