EQTIX
Price
$17.92
Change
-$0.09 (-0.50%)
Updated
Dec 17 closing price
SCJCX
Price
$8.32
Change
-$0.02 (-0.24%)
Updated
Dec 17 closing price
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EQTIX vs SCJCX

Header iconEQTIX vs SCJCX Comparison
Open Charts EQTIX vs SCJCXBanner chart's image
Shelton Equity Income Investor
Price$17.92
Change-$0.09 (-0.50%)
VolumeN/A
CapitalizationN/A
Steward Covered Call Income C
Price$8.32
Change-$0.02 (-0.24%)
VolumeN/A
CapitalizationN/A
EQTIX vs SCJCX Comparison Chart
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EQTIX vs. SCJCX 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 SCJCX is a StrongBuy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 842M vs. SCJCX (96.8M). 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 : 20.11 vs. SCJCX (3.10). EQTIX return over 5 years is better than : 38.94 vs. SCJCX (-18.88).
EQTIXSCJCXEQTIX / SCJCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD19.58610.477187%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets842M96.8M870%
Annual Yield % from dividends8.270.089,909%
Returns for 1 year20.113.10648%
Returns for 3 years26.42-1.13-2,341%
Returns for 5 years38.94-18.88-206%
Returns for 10 years13.03N/A-
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