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EQTIX
Price
$17.66
Change
-$0.18 (-1.01%)
Updated
Nov 15 closing price
SCJAX
Price
$8.29
Change
-$0.11 (-1.31%)
Updated
Nov 15 closing price
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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$17.66
Change-$0.18 (-1.01%)
VolumeN/A
CapitalizationN/A
Steward Covered Call Income A
Price$8.29
Change-$0.11 (-1.31%)
VolumeN/A
CapitalizationN/A
EQTIX vs SCJAX Comparison Chart
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EQTIX vs. SCJAX commentary
Nov 18, 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 SCJAX is a Buy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 806M vs. SCJAX (93.4M). EQTIX pays higher dividends than SCJAX: EQTIX (8.27) vs SCJAX (0.64). EQTIX was incepted earlier than SCJAX: EQTIX (28 years) vs SCJAX (7 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCJAX (73.00). EQTIX (1000) and SCJAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 21.65 vs. SCJAX (4.83). EQTIX return over 5 years is better than : 30.53 vs. SCJAX (-15.49).
EQTIXSCJAXEQTIX / SCJAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD17.8519.245193%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets806M93.4M863%
Annual Yield % from dividends8.270.641,290%
Returns for 1 year21.654.83448%
Returns for 3 years19.27-21.61-89%
Returns for 5 years30.53-15.49-197%
Returns for 10 years13.53N/A-
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