EQTIX
Price
$16.42
Change
-$0.00 (-0.00%)
Updated
May 9 closing price
Net Assets
867.6M
HROAX
Price
$11.88
Change
+$0.15 (+1.28%)
Updated
May 9 closing price
Net Assets
34.15M
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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$16.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets867.6M
M3Sixty Income and Opportunity A
Price$11.88
Change+$0.15 (+1.28%)
VolumeN/A
Net Assets34.15M
EQTIX vs HROAX Comparison Chart
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EQTIX vs. HROAX commentary
May 12, 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: 868M vs. HROAX (34.2M). EQTIX pays higher dividends than HROAX: EQTIX (10.01) 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 (7.61) and EQTIX (7.31) have marching annual gain over last year. EQTIX return over 5 years is better than : 47.17 vs. HROAX (27.19).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years9 years-
Gain YTD-2.119-0.336631%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets868M34.2M2,538%
Annual Yield % from dividends10.010.00-
Returns for 1 year7.317.6196%
Returns for 3 years31.7331.42101%
Returns for 5 years47.1727.19173%
Returns for 10 years6.68N/A-
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