EQTIX
Price
$17.12
Change
-$0.09 (-0.52%)
Updated
Nov 18 closing price
Net Assets
1.01B
SCAUX
Price
$11.89
Change
-$0.09 (-0.75%)
Updated
Nov 18 closing price
Net Assets
203.15M
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EQTIX vs SCAUX

Header iconEQTIX vs SCAUX Comparison
Open Charts EQTIX vs SCAUXBanner chart's image
Shelton Equity Income Investor
Price$17.12
Change-$0.09 (-0.52%)
VolumeN/A
Net Assets1.01B
Invesco Income Advantage U.S. Fund A
Price$11.89
Change-$0.09 (-0.75%)
VolumeN/A
Net Assets203.15M
EQTIX vs SCAUX Comparison Chart in %
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EQTIX vs. SCAUX commentary
Nov 19, 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 SCAUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. SCAUX (203M). EQTIX pays higher dividends than SCAUX: EQTIX (8.78) vs SCAUX (5.75). EQTIX was incepted earlier than SCAUX: EQTIX (29 years) vs SCAUX (20 years). SCAUX (1.15) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCAUX (54.00). EQTIX (1000) and SCAUX (1000) have matching initial minimum investment requirements. SCAUX annual gain was more profitable for investors over the last year : 11.27 vs. EQTIX (6.27). SCAUX return over 5 years is better than : 54.68 vs. EQTIX (41.44).
EQTIXSCAUXEQTIX / SCAUX
Total Expense Ratio0.671.1359%
Annual Report Gross Expense Ratio0.671.1558%
Fund Existence29 years20 years-
Gain YTD7.24012.08260%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B203M497%
Annual Yield % from dividends8.785.75153%
Returns for 1 year6.2711.2756%
Returns for 3 years43.0152.8281%
Returns for 5 years41.4454.6876%
Returns for 10 years21.5672.4230%
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