EQTIX
Price
$17.71
Change
+$0.08 (+0.45%)
Updated
Jan 30 closing price
Net Assets
865.97M
SCAYX
Price
$11.48
Change
+$0.06 (+0.53%)
Updated
Jan 30 closing price
Net Assets
193.2M
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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$17.71
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets865.97M
Invesco Income Advantage U.S. Fund Y
Price$11.48
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets193.2M
EQTIX vs SCAYX Comparison Chart
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EQTIX vs. SCAYX commentary
Jan 31, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 866M vs. SCAYX (193M). 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 annual gain was more profitable for investors over the last year : 19.67 vs. EQTIX (18.40). EQTIX return over 5 years is better than : 42.93 vs. SCAYX (33.34).
EQTIXSCAYXEQTIX / SCAYX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years16 years-
Gain YTD2.7393.41380%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets866M193M449%
Annual Yield % from dividends8.276.48128%
Returns for 1 year18.4019.6794%
Returns for 3 years27.8329.7194%
Returns for 5 years42.9333.34129%
Returns for 10 years16.9545.4037%
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