EQTIX
Price
$17.13
Change
+$0.01 (+0.06%)
Updated
Nov 19 closing price
Net Assets
1B
SCRUX
Price
$11.87
Change
+$0.04 (+0.34%)
Updated
Nov 19 closing price
Net Assets
201.77M
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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$17.13
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1B
Invesco Income Advantage U.S. Fund R
Price$11.87
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets201.77M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Nov 20, 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: 1B vs. SCRUX (202M). EQTIX pays higher dividends than SCRUX: EQTIX (8.78) vs SCRUX (5.52). EQTIX was incepted earlier than SCRUX: EQTIX (29 years) vs SCRUX (20 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 : 11.76 vs. EQTIX (5.59). SCRUX return over 5 years is better than : 54.27 vs. EQTIX (41.52).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years20 years-
Gain YTD6.67912.83552%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1B202M497%
Annual Yield % from dividends8.785.52159%
Returns for 1 year5.5911.7648%
Returns for 3 years42.2752.8980%
Returns for 5 years41.5254.2777%
Returns for 10 years20.9270.4230%
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