EQTIX
Price
$17.60
Change
-$0.10 (-0.56%)
Updated
Sep 12 closing price
Net Assets
994.89M
SCAUX
Price
$11.93
Change
+$0.01 (+0.08%)
Updated
Sep 12 closing price
Net Assets
200.7M
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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$17.60
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets994.89M
Invesco Income Advantage U.S. Fund A
Price$11.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets200.7M
EQTIX vs SCAUX Comparison Chart in %
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EQTIX vs. SCAUX commentary
Sep 14, 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 SCAUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 995M vs. SCAUX (201M). EQTIX pays higher dividends than SCAUX: EQTIX (9.14) vs SCAUX (5.98). 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 : 16.00 vs. EQTIX (11.75). SCAUX return over 5 years is better than : 58.11 vs. EQTIX (52.08).
EQTIXSCAUXEQTIX / SCAUX
Total Expense Ratio0.671.1359%
Annual Report Gross Expense Ratio0.671.1558%
Fund Existence29 years19 years-
Gain YTD7.87311.82667%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets995M201M495%
Annual Yield % from dividends9.145.98153%
Returns for 1 year11.7516.0073%
Returns for 3 years47.7853.9489%
Returns for 5 years52.0858.1190%
Returns for 10 years26.7773.8836%
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