EQTIX
Price
$17.07
Change
+$0.12 (+0.71%)
Updated
Jun 6 closing price
Net Assets
902.19M
HROAX
Price
$12.29
Change
+$0.01 (+0.08%)
Updated
Jun 6 closing price
Net Assets
34.77M
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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$17.07
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets902.19M
M3Sixty Income and Opportunity A
Price$12.29
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets34.77M
EQTIX vs HROAX Comparison Chart
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EQTIX vs. HROAX commentary
Jun 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 902M vs. HROAX (34.8M). 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 (9.73) and EQTIX (9.67) have marching annual gain over last year. EQTIX return over 5 years is better than : 42.36 vs. HROAX (23.89).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years9 years-
Gain YTD1.0413.10434%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets902M34.8M2,592%
Annual Yield % from dividends9.610.00-
Returns for 1 year9.679.7399%
Returns for 3 years31.4526.05121%
Returns for 5 years42.3623.89177%
Returns for 10 years11.14N/A-
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