EQTIX
Price
$16.37
Change
+$0.06 (+0.37%)
Updated
May 7 closing price
Net Assets
861.18M
SCRUX
Price
$10.70
Change
+$0.03 (+0.28%)
Updated
May 7 closing price
Net Assets
182.16M
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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$16.37
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets861.18M
Invesco Income Advantage U.S. Fund R
Price$10.70
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets182.16M
EQTIX vs SCRUX Comparison Chart
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EQTIX vs. SCRUX commentary
May 09, 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: 861M vs. SCRUX (182M). EQTIX pays higher dividends than SCRUX: EQTIX (10.01) vs SCRUX (6.36). 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 : 7.97 vs. EQTIX (7.23). EQTIX (46.19) and SCRUX (45.05) have equivalent 5 years return.
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years19 years-
Gain YTD-2.774-1.482187%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets861M182M473%
Annual Yield % from dividends10.016.36157%
Returns for 1 year7.237.9791%
Returns for 3 years27.9329.7394%
Returns for 5 years46.1945.05103%
Returns for 10 years5.3536.2915%
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