EQTIX
Price
$17.14
Change
+$0.08 (+0.47%)
Updated
Jul 17 closing price
Net Assets
941.85M
SCRUX
Price
$11.47
Change
+$0.03 (+0.26%)
Updated
Jul 16 closing price
Net Assets
194.1M
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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$17.14
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets941.85M
Invesco Income Advantage U.S. Fund R
Price$11.47
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets194.1M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Jul 18, 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 Buy and SCRUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 942M vs. SCRUX (194M). EQTIX pays higher dividends than SCRUX: EQTIX (9.36) vs SCRUX (5.91). 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 : 10.54 vs. EQTIX (9.15). SCRUX (47.20) and EQTIX (47.14) have equivalent 5 years return.
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years19 years-
Gain YTD3.9726.68859%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets942M194M486%
Annual Yield % from dividends9.365.91158%
Returns for 1 year9.1510.5487%
Returns for 3 years44.0046.5595%
Returns for 5 years47.1447.20100%
Returns for 10 years13.9452.6027%
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