EQTIX
Price
$17.60
Change
-$0.10 (-0.56%)
Updated
Sep 12 closing price
Net Assets
994.89M
SCJCX
Price
$7.94
Change
-$0.01 (-0.13%)
Updated
Sep 12 closing price
Net Assets
103.57M
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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$17.60
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets994.89M
Steward Covered Call Income C
Price$7.94
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets103.57M
EQTIX vs SCJCX Comparison Chart in %
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EQTIX vs. SCJCX commentary
Sep 14, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 995M vs. SCJCX (104M). EQTIX pays higher dividends than SCJCX: EQTIX (9.14) vs SCJCX (0.50). EQTIX was incepted earlier than SCJCX: EQTIX (29 years) vs SCJCX (8 years). SCJCX (2.24) is less costly to investors than EQTIX (0.67). SCJCX is a more actively managed with annual turnover of: 101.00 vs. EQTIX (74.00). EQTIX (1000) and SCJCX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 11.75 vs. SCJCX (-0.32). EQTIX return over 5 years is better than : 52.08 vs. SCJCX (-16.43).
EQTIXSCJCXEQTIX / SCJCX
Total Expense Ratio0.672.0034%
Annual Report Gross Expense Ratio0.672.2430%
Fund Existence29 years8 years-
Gain YTD7.8733.120252%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets995M104M957%
Annual Yield % from dividends9.140.501,823%
Returns for 1 year11.75-0.32-3,697%
Returns for 3 years47.784.581,043%
Returns for 5 years52.08-16.43-317%
Returns for 10 years26.77N/A-
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