EQTIX
Price
$15.67
Change
+$0.01 (+0.06%)
Updated
Apr 15 closing price
Net Assets
820.33M
HROAX
Price
$10.65
Change
-$0.05 (-0.47%)
Updated
Apr 15 closing price
Net Assets
32.27M
Ad is loading...

EQTIX vs HROAX

Header iconEQTIX vs HROAX Comparison
Open Charts EQTIX vs HROAXBanner chart's image
Shelton Equity Income Investor
Price$15.67
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets820.33M
M3Sixty Income and Opportunity A
Price$10.65
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets32.27M
EQTIX vs HROAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQTIX vs. HROAX commentary
Apr 16, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 820M vs. HROAX (32.3M). EQTIX pays higher dividends than HROAX: EQTIX (9.99) 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. EQTIX annual gain was more profitable for investors over the last year : 4.33 vs. HROAX (-2.47). EQTIX return over 5 years is better than : 46.24 vs. HROAX (19.53).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.2630%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years9 years-
Gain YTD-6.649-10.65462%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets820M32.3M2,539%
Annual Yield % from dividends9.990.00-
Returns for 1 year4.33-2.47-175%
Returns for 3 years16.6512.70131%
Returns for 5 years46.2419.53237%
Returns for 10 years3.14N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BTA9.060.04
+0.44%
Blackrock Long-Term Municipal Advantage Trust
PPEM20.880.03
+0.14%
Putnam PanAgora ESG Emerg Mkts Eq ETF
CADNZD1.23N/A
N/A
Canadian Dollar - New Zealand Dollar
UNIY47.91N/A
N/A
WisdomTree Voya Yld Enh USD Unvsl Bd Fd
QCLN26.53-0.46
-1.70%
First Trust NASDAQ® Cln Edge® GrnEngyETF