EQTIX
Price
$17.72
Change
+$0.08 (+0.45%)
Updated
Jan 22 closing price
Net Assets
858.96M
HROAX
Price
$12.19
Change
-$0.00 (-0.00%)
Updated
Jan 22 closing price
Net Assets
34.74M
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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$17.72
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets858.96M
M3Sixty Income and Opportunity A
Price$12.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets34.74M
EQTIX vs HROAX Comparison Chart
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EQTIX vs. HROAX commentary
Jan 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 Hold and HROAX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 859M vs. HROAX (34.7M). 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 : 18.54 vs. HROAX (17.21). EQTIX return over 5 years is better than : 38.85 vs. HROAX (14.57).
EQTIXHROAXEQTIX / HROAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years9 years-
Gain YTD2.7972.265123%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets859M34.7M2,476%
Annual Yield % from dividends8.270.00-
Returns for 1 year18.5417.21108%
Returns for 3 years30.5330.9399%
Returns for 5 years38.8514.57267%
Returns for 10 years14.99N/A-
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