EQTIX
Price
$17.49
Change
-$0.26 (-1.46%)
Updated
Feb 21 closing price
Net Assets
887.38M
HROAX
Price
$11.80
Change
-$0.20 (-1.67%)
Updated
Feb 21 closing price
Net Assets
34.14M
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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$17.49
Change-$0.26 (-1.46%)
VolumeN/A
Net Assets887.38M
M3Sixty Income and Opportunity A
Price$11.80
Change-$0.20 (-1.67%)
VolumeN/A
Net Assets34.14M
EQTIX vs HROAX Comparison Chart
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EQTIX vs. HROAX commentary
Feb 23, 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 StrongBuy and HROAX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 887M vs. HROAX (34.1M). 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 : 13.84 vs. HROAX (9.46). EQTIX return over 5 years is better than : 38.85 vs. HROAX (11.01).
EQTIXHROAXEQTIX / HROAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD1.923-1.007-191%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets887M34.1M2,601%
Annual Yield % from dividends8.270.00-
Returns for 1 year13.849.46146%
Returns for 3 years30.9127.71112%
Returns for 5 years38.8511.01353%
Returns for 10 years10.96N/A-
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