EQTIX
Price
$17.50
Change
+$0.07 (+0.40%)
Updated
Oct 23 closing price
Net Assets
1.01B
SCNUX
Price
$12.10
Change
+$0.05 (+0.41%)
Updated
Oct 23 closing price
Net Assets
204.44M
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EQTIX vs SCNUX

Header iconEQTIX vs SCNUX Comparison
Open Charts EQTIX vs SCNUXBanner chart's image
Shelton Equity Income Investor
Price$17.50
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets1.01B
Invesco Income Advantage U.S. Fund I
Price$12.10
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets204.44M
EQTIX vs SCNUX Comparison Chart in %
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EQTIX vs. SCNUX commentary
Oct 24, 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 SCNUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. SCNUX (204M). EQTIX pays higher dividends than SCNUX: EQTIX (8.86) vs SCNUX (5.84). EQTIX was incepted earlier than SCNUX: EQTIX (29 years) vs SCNUX (18 years). SCNUX (1.15) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCNUX (54.00). EQTIX (1000) and SCNUX (1000) have matching initial minimum investment requirements. SCNUX annual gain was more profitable for investors over the last year : 14.45 vs. EQTIX (8.55). SCNUX return over 5 years is better than : 58.50 vs. EQTIX (48.80).
EQTIXSCNUXEQTIX / SCNUX
Total Expense Ratio0.671.1359%
Annual Report Gross Expense Ratio0.671.1558%
Fund Existence29 years18 years-
Gain YTD8.61113.75563%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B204M497%
Annual Yield % from dividends8.865.84152%
Returns for 1 year8.5514.4559%
Returns for 3 years51.7760.8385%
Returns for 5 years48.8058.5083%
Returns for 10 years24.5472.0134%
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