EQTIX
Price
$17.90
Change
-$0.07 (-0.39%)
Updated
Nov 12 closing price
SCAYX
Price
$11.47
Change
-$0.02 (-0.17%)
Updated
Nov 12 closing price
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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$17.90
Change-$0.07 (-0.39%)
VolumeN/A
CapitalizationN/A
Invesco Income Advantage U.S. Fund Y
Price$11.47
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
EQTIX vs SCAYX Comparison Chart
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EQTIX vs. SCAYX commentary
Nov 13, 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 Buy and SCAYX is a StrongBuy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 816M vs. SCAYX (195M). EQTIX pays higher dividends than SCAYX: EQTIX (8.27) vs SCAYX (6.48). EQTIX was incepted earlier than SCAYX: EQTIX (28 years) vs SCAYX (16 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCAYX (46.00). EQTIX (1000) and SCAYX (1000) have matching initial minimum investment requirements. SCAYX (26.25) and EQTIX (25.28) have marching annual gain over last year. EQTIX return over 5 years is better than : 33.45 vs. SCAYX (31.29).
EQTIXSCAYXEQTIX / SCAYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years16 years-
Gain YTD19.92020.07599%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets816M195M418%
Annual Yield % from dividends8.276.48128%
Returns for 1 year25.2826.2596%
Returns for 3 years21.4912.79168%
Returns for 5 years33.4531.29107%
Returns for 10 years16.2734.0048%
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