EQTIX
Price
$17.32
Change
+$0.08 (+0.46%)
Updated
Oct 17 closing price
Net Assets
999.88M
SCRUX
Price
$11.89
Change
+$0.07 (+0.59%)
Updated
Oct 17 closing price
Net Assets
201.54M
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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$17.32
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets999.88M
Invesco Income Advantage U.S. Fund R
Price$11.89
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets201.54M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Oct 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 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 (8.86) vs SCRUX (5.60). 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 : 12.39 vs. EQTIX (6.76). SCRUX return over 5 years is better than : 51.94 vs. EQTIX (45.99).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years20 years-
Gain YTD7.42712.36060%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1B202M495%
Annual Yield % from dividends8.865.60158%
Returns for 1 year6.7612.3955%
Returns for 3 years52.8660.6487%
Returns for 5 years45.9951.9489%
Returns for 10 years25.0667.4037%
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