EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
SCJIX
Price
$8.08
Change
+$0.02 (+0.25%)
Updated
Jan 17 closing price
Net Assets
96.65M
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EQTIX vs SCJIX

Header iconEQTIX vs SCJIX Comparison
Open Charts EQTIX vs SCJIXBanner chart's image
Shelton Equity Income Investor
Price$17.51
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets852.4M
Steward Covered Call Income I
Price$8.08
Change+$0.02 (+0.25%)
VolumeN/A
Net Assets96.65M
EQTIX vs SCJIX Comparison Chart
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EQTIX vs. SCJIX 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 SCJIX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 852M vs. SCJIX (96.6M). EQTIX pays higher dividends than SCJIX: EQTIX (8.27) vs SCJIX (0.77). EQTIX was incepted earlier than SCJIX: EQTIX (28 years) vs SCJIX (7 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCJIX (73.00). EQTIX has a lower initial minimum investment than SCJIX: EQTIX (1000) vs SCJIX (100000). EQTIX annual gain was more profitable for investors over the last year : 18.23 vs. SCJIX (4.73). EQTIX return over 5 years is better than : 36.36 vs. SCJIX (-16.28).
EQTIXSCJIXEQTIX / SCJIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD1.4571.003145%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets852M96.6M882%
Annual Yield % from dividends8.270.771,074%
Returns for 1 year18.234.73386%
Returns for 3 years24.91-3.46-719%
Returns for 5 years36.36-16.28-223%
Returns for 10 years14.57N/A-
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