EQTIX
Price
$17.42
Change
-$0.07 (-0.40%)
Updated
Aug 25 closing price
Net Assets
988.55M
PMYRX
Price
$13.07
Change
-$0.06 (-0.46%)
Updated
Aug 25 closing price
Net Assets
139.74M
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EQTIX vs PMYRX

Header iconEQTIX vs PMYRX Comparison
Open Charts EQTIX vs PMYRXBanner chart's image
Shelton Equity Income Investor
Price$17.42
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets988.55M
Victory Pioneer Equ Premium Income Y
Price$13.07
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets139.74M
EQTIX vs PMYRX Comparison Chart in %
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EQTIX vs. PMYRX commentary
Aug 26, 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 PMYRX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 989M vs. PMYRX (140M). PMYRX pays higher dividends than EQTIX: PMYRX (11.80) vs EQTIX (9.33). EQTIX was incepted earlier than PMYRX: EQTIX (29 years) vs PMYRX (15 years). PMYRX (1.14) is less costly to investors than EQTIX (0.67). PMYRX is a more actively managed with annual turnover of: 114.00 vs. EQTIX (74.00). EQTIX has a lower initial minimum investment than PMYRX: EQTIX (1000) vs PMYRX (5000000). PMYRX annual gain was more profitable for investors over the last year : 14.06 vs. EQTIX (9.98). EQTIX return over 5 years is better than : 46.81 vs. PMYRX (36.62).
EQTIXPMYRXEQTIX / PMYRX
Total Expense Ratio0.670.9074%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence29 years15 years-
Gain YTD6.59315.13144%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets989M140M706%
Annual Yield % from dividends9.3311.8079%
Returns for 1 year9.9814.0671%
Returns for 3 years42.3033.48126%
Returns for 5 years46.8136.62128%
Returns for 10 years24.6741.2960%
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