EQTIX
Price
$17.44
Change
+$0.04 (+0.23%)
Updated
Oct 3 closing price
Net Assets
1.01B
SCAUX
Price
$12.05
Change
-$0.00 (-0.00%)
Updated
Oct 3 closing price
Net Assets
205M
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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$17.44
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.01B
Invesco Income Advantage U.S. Fund A
Price$12.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets205M
EQTIX vs SCAUX Comparison Chart in %
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EQTIX vs. SCAUX commentary
Oct 07, 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 Buy and SCAUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. SCAUX (205M). EQTIX pays higher dividends than SCAUX: EQTIX (8.86) vs SCAUX (5.83). 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 : 15.46 vs. EQTIX (10.37). SCAUX return over 5 years is better than : 59.49 vs. EQTIX (52.55).
EQTIXSCAUXEQTIX / SCAUX
Total Expense Ratio0.671.1359%
Annual Report Gross Expense Ratio0.671.1558%
Fund Existence29 years20 years-
Gain YTD8.67313.03267%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B205M494%
Annual Yield % from dividends8.865.83152%
Returns for 1 year10.3715.4667%
Returns for 3 years52.8860.3388%
Returns for 5 years52.5559.4988%
Returns for 10 years29.7675.3639%
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