EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
SCJCX
Price
$7.84
Change
+$0.02 (+0.26%)
Updated
Jan 17 closing price
Net Assets
96.65M
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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$17.51
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets852.4M
Steward Covered Call Income C
Price$7.84
Change+$0.02 (+0.26%)
VolumeN/A
Net Assets96.65M
EQTIX vs SCJCX Comparison Chart
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EQTIX vs. SCJCX commentary
Jan 19, 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 Hold and SCJCX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 852M vs. SCJCX (96.6M). 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 : 18.91 vs. SCJCX (3.61). EQTIX return over 5 years is better than : 37.14 vs. SCJCX (-20.93).
EQTIXSCJCXEQTIX / SCJCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD2.0401.161176%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets852M96.6M882%
Annual Yield % from dividends8.270.089,909%
Returns for 1 year18.913.61523%
Returns for 3 years25.63-6.91-371%
Returns for 5 years37.14-20.93-177%
Returns for 10 years15.22N/A-
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