EQTIX
Price
$17.49
Change
+$0.17 (+0.98%)
Updated
Aug 22 closing price
Net Assets
978.81M
SCAYX
Price
$11.79
Change
+$0.14 (+1.20%)
Updated
Aug 22 closing price
Net Assets
196.1M
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EQTIX vs SCAYX

Header iconEQTIX vs SCAYX Comparison
Open Charts EQTIX vs SCAYXBanner chart's image
Shelton Equity Income Investor
Price$17.49
Change+$0.17 (+0.98%)
VolumeN/A
Net Assets978.81M
Invesco Income Advantage U.S. Fund Y
Price$11.79
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets196.1M
EQTIX vs SCAYX Comparison Chart in %
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EQTIX vs. SCAYX commentary
Aug 23, 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 SCAYX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 979M vs. SCAYX (196M). EQTIX pays higher dividends than SCAYX: EQTIX (9.33) vs SCAYX (6.30). EQTIX was incepted earlier than SCAYX: EQTIX (29 years) vs SCAYX (17 years). SCAYX (0.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCAYX (54.00). EQTIX (1000) and SCAYX (1000) have matching initial minimum investment requirements. SCAYX annual gain was more profitable for investors over the last year : 14.18 vs. EQTIX (9.79). SCAYX return over 5 years is better than : 49.76 vs. EQTIX (47.20).
EQTIXSCAYXEQTIX / SCAYX
Total Expense Ratio0.670.8876%
Annual Report Gross Expense Ratio0.670.9074%
Fund Existence29 years17 years-
Gain YTD5.5578.98762%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets979M196M499%
Annual Yield % from dividends9.336.30148%
Returns for 1 year9.7914.1869%
Returns for 3 years38.8445.4385%
Returns for 5 years47.2049.7695%
Returns for 10 years30.7781.2938%
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