EQTIX
Price
$17.60
Change
-$0.10 (-0.56%)
Updated
Sep 12 closing price
Net Assets
994.89M
MENAX
Price
$9.00
Change
-$0.05 (-0.55%)
Updated
Sep 12 closing price
Net Assets
209.34M
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EQTIX vs MENAX

Header iconEQTIX vs MENAX Comparison
Open Charts EQTIX vs MENAXBanner chart's image
Shelton Equity Income Investor
Price$17.60
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets994.89M
Madison Covered Call & Equity Income A
Price$9.00
Change-$0.05 (-0.55%)
VolumeN/A
Net Assets209.34M
EQTIX vs MENAX Comparison Chart in %
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EQTIX vs. MENAX commentary
Sep 15, 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 MENAX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 995M vs. MENAX (209M). EQTIX pays higher dividends than MENAX: EQTIX (9.14) vs MENAX (7.99). EQTIX was incepted earlier than MENAX: EQTIX (29 years) vs MENAX (16 years). MENAX (1.29) is less costly to investors than EQTIX (0.67). MENAX is a more actively managed with annual turnover of: 144.00 vs. EQTIX (74.00). EQTIX (1000) and MENAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 11.12 vs. MENAX (3.39). MENAX return over 5 years is better than : 56.52 vs. EQTIX (51.22).
EQTIXMENAXEQTIX / MENAX
Total Expense Ratio0.671.2952%
Annual Report Gross Expense Ratio0.671.2952%
Fund Existence29 years16 years-
Gain YTD7.2634.557159%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets995M209M476%
Annual Yield % from dividends9.147.99114%
Returns for 1 year11.123.39328%
Returns for 3 years46.9423.36201%
Returns for 5 years51.2256.5291%
Returns for 10 years26.0573.8035%
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