EQTIX
Price
$17.71
Change
+$0.08 (+0.45%)
Updated
Jan 30 closing price
Net Assets
865.97M
SCJAX
Price
$7.99
Change
+$0.03 (+0.38%)
Updated
Jan 30 closing price
Net Assets
99.39M
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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$17.71
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets865.97M
Steward Covered Call Income A
Price$7.99
Change+$0.03 (+0.38%)
VolumeN/A
Net Assets99.39M
EQTIX vs SCJAX Comparison Chart
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EQTIX vs. SCJAX 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 SCJAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 866M vs. SCJAX (99.4M). 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 : 18.40 vs. SCJAX (4.50). EQTIX return over 5 years is better than : 42.93 vs. SCJAX (-14.75).
EQTIXSCJAXEQTIX / SCJAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD2.7391.401195%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets866M99.4M871%
Annual Yield % from dividends8.270.641,290%
Returns for 1 year18.404.50409%
Returns for 3 years27.83-4.04-688%
Returns for 5 years42.93-14.75-291%
Returns for 10 years16.95N/A-
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