EQTIX
Price
$16.98
Change
-$0.17 (-0.99%)
Updated
Aug 1 closing price
Net Assets
957.42M
SCAUX
Price
$11.45
Change
-$0.14 (-1.21%)
Updated
Aug 1 closing price
Net Assets
196.1M
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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$16.98
Change-$0.17 (-0.99%)
VolumeN/A
Net Assets957.42M
Invesco Income Advantage U.S. Fund A
Price$11.45
Change-$0.14 (-1.21%)
VolumeN/A
Net Assets196.1M
EQTIX vs SCAUX Comparison Chart in %
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EQTIX vs. SCAUX commentary
Aug 02, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 957M vs. SCAUX (196M). EQTIX pays higher dividends than SCAUX: EQTIX (9.33) vs SCAUX (6.06). EQTIX was incepted earlier than SCAUX: EQTIX (29 years) vs SCAUX (19 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 : 14.84 vs. EQTIX (11.22). SCAUX return over 5 years is better than : 50.65 vs. EQTIX (47.68).
EQTIXSCAUXEQTIX / SCAUX
Total Expense Ratio0.671.1359%
Annual Report Gross Expense Ratio0.671.1558%
Fund Existence29 years19 years-
Gain YTD4.5218.18555%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets957M196M488%
Annual Yield % from dividends9.336.06154%
Returns for 1 year11.2214.8476%
Returns for 3 years39.1844.6488%
Returns for 5 years47.6850.6594%
Returns for 10 years16.0061.7026%
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