EQTIX
Price
$17.49
Change
-$0.26 (-1.46%)
Updated
Feb 21 closing price
Net Assets
887.38M
SCJIX
Price
$8.06
Change
-$0.09 (-1.10%)
Updated
Feb 21 closing price
Net Assets
99.26M
Ad is loading...

EQTIX vs SCJIX

Header iconEQTIX vs SCJIX Comparison
Open Charts EQTIX vs SCJIXBanner chart's image
Shelton Equity Income Investor
Price$17.49
Change-$0.26 (-1.46%)
VolumeN/A
Net Assets887.38M
Steward Covered Call Income I
Price$8.06
Change-$0.09 (-1.10%)
VolumeN/A
Net Assets99.26M
EQTIX vs SCJIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQTIX vs. SCJIX 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 SCJIX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 887M vs. SCJIX (99.3M). 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 : 13.84 vs. SCJIX (2.67). EQTIX return over 5 years is better than : 38.85 vs. SCJIX (-15.38).
EQTIXSCJIXEQTIX / SCJIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years7 years-
Gain YTD1.9231.579122%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets887M99.3M893%
Annual Yield % from dividends8.270.771,074%
Returns for 1 year13.842.67518%
Returns for 3 years30.911.242,490%
Returns for 5 years38.85-15.38-253%
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 %
DEEF29.55N/A
N/A
Xtrackers FTSE Develop ex US Mulfact ETF
RITA19.89N/A
N/A
ETFB Green SRI REITs ETF
GSPY32.88-0.53
-1.58%
Gotham Enhanced 500 ETF
CGXU25.73-0.50
-1.91%
Capital Group International Focus Eq ETF
ECML31.56-0.85
-2.62%
Euclidean Fundamental Value ETF