EQTIX
Price
$15.69
Change
-$0.70 (-4.27%)
Updated
Apr 3 closing price
Net Assets
873.46M
SCRUX
Price
$10.40
Change
-$0.44 (-4.06%)
Updated
Apr 3 closing price
Net Assets
186.22M
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EQTIX vs SCRUX

Header iconEQTIX vs SCRUX Comparison
Open Charts EQTIX vs SCRUXBanner chart's image
Shelton Equity Income Investor
Price$15.69
Change-$0.70 (-4.27%)
VolumeN/A
Net Assets873.46M
Invesco Income Advantage U.S. Fund R
Price$10.40
Change-$0.44 (-4.06%)
VolumeN/A
Net Assets186.22M
EQTIX vs SCRUX Comparison Chart
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EQTIX vs. SCRUX commentary
Apr 04, 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 SCRUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 873M vs. SCRUX (186M). EQTIX pays higher dividends than SCRUX: EQTIX (9.99) vs SCRUX (6.29). EQTIX was incepted earlier than SCRUX: EQTIX (29 years) vs SCRUX (19 years). SCRUX (1.40) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCRUX (54.00). EQTIX (1000) and SCRUX (1000) have matching initial minimum investment requirements. SCRUX annual gain was more profitable for investors over the last year : 8.56 vs. EQTIX (6.55). SCRUX return over 5 years is better than : 67.81 vs. EQTIX (64.06).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years19 years-
Gain YTD-2.298-0.456504%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets873M186M469%
Annual Yield % from dividends9.996.29159%
Returns for 1 year6.558.5676%
Returns for 3 years20.1721.7793%
Returns for 5 years64.0667.8194%
Returns for 10 years8.4335.3624%
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