EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
SCRUX
Price
$11.21
Change
+$0.08 (+0.72%)
Updated
Jan 17 closing price
Net Assets
192.4M
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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$17.51
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets852.4M
Invesco Income Advantage U.S. Fund R
Price$11.21
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets192.4M
EQTIX vs SCRUX Comparison Chart
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EQTIX vs. SCRUX commentary
Jan 19, 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: 852M vs. SCRUX (192M). EQTIX pays higher dividends than SCRUX: EQTIX (8.27) vs SCRUX (6.02). EQTIX was incepted earlier than SCRUX: EQTIX (28 years) vs SCRUX (19 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SCRUX (46.00). EQTIX (1000) and SCRUX (1000) have matching initial minimum investment requirements. SCRUX (18.94) and EQTIX (18.91) have marching annual gain over last year. EQTIX return over 5 years is better than : 37.14 vs. SCRUX (24.72).
EQTIXSCRUXEQTIX / SCRUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD2.0401.944105%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets852M192M444%
Annual Yield % from dividends8.276.02137%
Returns for 1 year18.9118.94100%
Returns for 3 years25.6324.52105%
Returns for 5 years37.1424.72150%
Returns for 10 years15.2237.5841%
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