EQTIX
Price
$17.67
Change
-$0.05 (-0.28%)
Updated
Sep 25 closing price
Net Assets
1.01B
SCRUX
Price
$11.85
Change
-$0.09 (-0.75%)
Updated
Sep 25 closing price
Net Assets
202.96M
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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$17.67
Change-$0.05 (-0.28%)
VolumeN/A
Net Assets1.01B
Invesco Income Advantage U.S. Fund R
Price$11.85
Change-$0.09 (-0.75%)
VolumeN/A
Net Assets202.96M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Sep 26, 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: 1.01B vs. SCRUX (203M). EQTIX pays higher dividends than SCRUX: EQTIX (9.14) vs SCRUX (5.74). 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 : 15.19 vs. EQTIX (9.48). SCRUX return over 5 years is better than : 59.25 vs. EQTIX (53.68).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years20 years-
Gain YTD7.99512.96762%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B203M497%
Annual Yield % from dividends9.145.74159%
Returns for 1 year9.4815.1962%
Returns for 3 years57.6264.6489%
Returns for 5 years53.6859.2591%
Returns for 10 years34.0779.5443%
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