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EQTIX
Price
$17.66
Change
-$0.18 (-1.01%)
Updated
Nov 15 closing price
SCRUX
Price
$11.21
Change
-$0.09 (-0.80%)
Updated
Nov 15 closing price
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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$17.66
Change-$0.18 (-1.01%)
VolumeN/A
CapitalizationN/A
Invesco Income Advantage U.S. Fund R
Price$11.21
Change-$0.09 (-0.80%)
VolumeN/A
CapitalizationN/A
EQTIX vs SCRUX Comparison Chart
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EQTIX vs. SCRUX commentary
Nov 18, 2024

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 StrongSell.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 806M 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 (22.60) and EQTIX (21.65) have marching annual gain over last year. EQTIX return over 5 years is better than : 30.53 vs. SCRUX (26.18).
EQTIXSCRUXEQTIX / SCRUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD17.85118.03799%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets806M192M420%
Annual Yield % from dividends8.276.02137%
Returns for 1 year21.6522.6096%
Returns for 3 years19.279.30207%
Returns for 5 years30.5326.18117%
Returns for 10 years13.5326.2951%
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