EQTIX
Price
$17.06
Change
+$0.05 (+0.29%)
Updated
Jul 16 closing price
Net Assets
938.59M
HROAX
Price
$12.63
Change
+$0.04 (+0.32%)
Updated
Jul 16 closing price
Net Assets
34.93M
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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$17.06
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets938.59M
M3Sixty Income and Opportunity A
Price$12.63
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets34.93M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Jul 17, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 939M vs. HROAX (34.9M). EQTIX pays higher dividends than HROAX: EQTIX (9.36) 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 : 7.89 vs. HROAX (5.16). EQTIX return over 5 years is better than : 46.71 vs. HROAX (21.79).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years9 years-
Gain YTD3.6675.95662%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets939M34.9M2,691%
Annual Yield % from dividends9.360.00-
Returns for 1 year7.895.16153%
Returns for 3 years42.8438.94110%
Returns for 5 years46.7121.79214%
Returns for 10 years13.44N/A-
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