EQTIX
Price
$17.47
Change
-$0.45 (-2.51%)
Updated
Dec 18 closing price
SCAUX
Price
$11.07
Change
-$0.27 (-2.38%)
Updated
Dec 18 closing price
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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$17.47
Change-$0.45 (-2.51%)
VolumeN/A
CapitalizationN/A
Invesco Income Advantage U.S. Fund A
Price$11.07
Change-$0.27 (-2.38%)
VolumeN/A
CapitalizationN/A
EQTIX vs SCAUX Comparison Chart
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EQTIX vs. SCAUX commentary
Dec 19, 2024

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 SCAUX is a StrongBuy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 838M vs. SCAUX (194M). EQTIX pays higher dividends than SCAUX: EQTIX (8.27) vs SCAUX (6.25). EQTIX was incepted earlier than SCAUX: EQTIX (28 years) vs SCAUX (19 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCAUX (46.00). EQTIX (1000) and SCAUX (1000) have matching initial minimum investment requirements. SCAUX (20.92) and EQTIX (20.11) have marching annual gain over last year. EQTIX return over 5 years is better than : 38.94 vs. SCAUX (28.41).
EQTIXSCAUXEQTIX / SCAUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD19.58620.31796%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets838M194M432%
Annual Yield % from dividends8.276.25132%
Returns for 1 year20.1120.9296%
Returns for 3 years26.4225.03106%
Returns for 5 years38.9428.41137%
Returns for 10 years13.0340.8532%
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