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EQTIX
Price
$17.91
Change
+$0.14 (+0.79%)
Updated
Nov 21 closing price
HROAX
Price
$12.48
Change
+$0.04 (+0.32%)
Updated
Nov 21 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$17.91
Change+$0.14 (+0.79%)
VolumeN/A
CapitalizationN/A
Fintrust Income and Opportunity A
Price$12.48
Change+$0.04 (+0.32%)
VolumeN/A
CapitalizationN/A
EQTIX vs HROAX Comparison Chart
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EQTIX vs. HROAX commentary
Nov 22, 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 StrongBuy and HROAX is a Sell.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 814M vs. HROAX (34.9M). 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. HROAX annual gain was more profitable for investors over the last year : 24.18 vs. EQTIX (22.29). EQTIX return over 5 years is better than : 32.62 vs. HROAX (17.07).
EQTIXHROAXEQTIX / HROAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD19.51918.070108%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets814M34.9M2,332%
Annual Yield % from dividends8.270.00-
Returns for 1 year22.2924.1892%
Returns for 3 years21.9110.44210%
Returns for 5 years32.6217.07191%
Returns for 10 years14.19N/A-
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