EQTIX
Price
$17.47
Change
-$0.45 (-2.51%)
Updated
Dec 18 closing price
SCJAX
Price
$8.29
Change
-$0.14 (-1.66%)
Updated
Dec 18 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$17.47
Change-$0.45 (-2.51%)
VolumeN/A
CapitalizationN/A
Steward Covered Call Income A
Price$8.29
Change-$0.14 (-1.66%)
VolumeN/A
CapitalizationN/A
EQTIX vs SCJAX Comparison Chart
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EQTIX vs. SCJAX commentary
Dec 19, 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 StrongBuy and SCJAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 838M vs. SCJAX (96.5M). 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 : 20.11 vs. SCJAX (4.10). EQTIX return over 5 years is better than : 38.94 vs. SCJAX (-15.42).
EQTIXSCJAXEQTIX / SCJAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD19.58611.485171%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets838M96.5M868%
Annual Yield % from dividends8.270.641,290%
Returns for 1 year20.114.10490%
Returns for 3 years26.421.601,655%
Returns for 5 years38.94-15.42-252%
Returns for 10 years13.03N/A-
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