EQTIX
Price
$17.49
Change
-$0.26 (-1.46%)
Updated
Feb 21 closing price
Net Assets
887.38M
SCJCX
Price
$7.82
Change
-$0.08 (-1.01%)
Updated
Feb 21 closing price
Net Assets
99.26M
Ad is loading...

EQTIX vs SCJCX

Header iconEQTIX vs SCJCX Comparison
Open Charts EQTIX vs SCJCXBanner chart's image
Shelton Equity Income Investor
Price$17.49
Change-$0.26 (-1.46%)
VolumeN/A
Net Assets887.38M
Steward Covered Call Income C
Price$7.82
Change-$0.08 (-1.01%)
VolumeN/A
Net Assets99.26M
EQTIX vs SCJCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQTIX vs. SCJCX commentary
Feb 23, 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 SCJCX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 887M vs. SCJCX (99.3M). EQTIX pays higher dividends than SCJCX: EQTIX (8.27) vs SCJCX (0.08). EQTIX was incepted earlier than SCJCX: EQTIX (28 years) vs SCJCX (7 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCJCX (73.00). EQTIX (1000) and SCJCX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 13.84 vs. SCJCX (1.34). EQTIX return over 5 years is better than : 38.85 vs. SCJCX (-20.25).
EQTIXSCJCXEQTIX / SCJCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD1.9231.419135%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets887M99.3M893%
Annual Yield % from dividends8.270.089,909%
Returns for 1 year13.841.341,037%
Returns for 3 years30.91-2.66-1,160%
Returns for 5 years38.85-20.25-192%
Returns for 10 years10.96N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IBDU22.970.05
+0.20%
iShares iBonds Dec 2029 Term Corp ETF
RVRB30.82N/A
N/A
Reverb ETF
INDS37.29-0.15
-0.40%
Pacer Benchmark Industrial RE SCTR ETF
ROUS52.75-0.81
-1.51%
Hartford Multifactor US Equity ETF
GABF46.22-0.97
-2.06%
Gabelli Financial Services Opp ETF