EQTIX
Price
$17.75
Change
+$0.08 (+0.45%)
Updated
Sep 26 closing price
Net Assets
1.01B
SCJAX
Price
$8.08
Change
+$0.04 (+0.50%)
Updated
Sep 26 closing price
Net Assets
104.78M
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EQTIX vs SCJAX

Header iconEQTIX vs SCJAX Comparison
Open Charts EQTIX vs SCJAXBanner chart's image
Shelton Equity Income Investor
Price$17.75
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets1.01B
Steward Covered Call Income A
Price$8.08
Change+$0.04 (+0.50%)
VolumeN/A
Net Assets104.78M
EQTIX vs SCJAX Comparison Chart in %
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EQTIX vs. SCJAX commentary
Sep 29, 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 Hold and SCJAX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. SCJAX (105M). EQTIX pays higher dividends than SCJAX: EQTIX (9.14) vs SCJAX (0.79). EQTIX was incepted earlier than SCJAX: EQTIX (29 years) vs SCJAX (8 years). SCJAX (1.42) is less costly to investors than EQTIX (0.67). SCJAX is a more actively managed with annual turnover of: 101.00 vs. EQTIX (74.00). EQTIX (1000) and SCJAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 9.36 vs. SCJAX (-0.97). EQTIX return over 5 years is better than : 53.94 vs. SCJAX (-11.69).
EQTIXSCJAXEQTIX / SCJAX
Total Expense Ratio0.671.2554%
Annual Report Gross Expense Ratio0.671.4247%
Fund Existence29 years8 years-
Gain YTD8.1773.678222%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B105M965%
Annual Yield % from dividends9.140.791,162%
Returns for 1 year9.36-0.97-969%
Returns for 3 years58.4313.93420%
Returns for 5 years53.94-11.69-462%
Returns for 10 years33.85N/A-
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