EQTIX
Price
$17.47
Change
-$0.45 (-2.51%)
Updated
Dec 18 closing price
SLESX
Price
$11.04
Change
-$0.28 (-2.47%)
Updated
Dec 18 closing price
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EQTIX vs SLESX

Header iconEQTIX vs SLESX Comparison
Open Charts EQTIX vs SLESXBanner chart's image
Shelton Equity Income Investor
Price$17.47
Change-$0.45 (-2.51%)
VolumeN/A
CapitalizationN/A
Invesco Income Advantage U.S. Fund R6
Price$11.04
Change-$0.28 (-2.47%)
VolumeN/A
CapitalizationN/A
EQTIX vs SLESX Comparison Chart
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EQTIX vs. SLESX commentary
Dec 19, 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 StrongBuy and SLESX is a StrongBuy.

FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 838M vs. SLESX (194M). EQTIX pays higher dividends than SLESX: EQTIX (8.27) vs SLESX (6.54). EQTIX was incepted earlier than SLESX: EQTIX (28 years) vs SLESX (8 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. SLESX (46.00). EQTIX has a lower initial minimum investment than SLESX: EQTIX (1000) vs SLESX (1000000). SLESX (20.53) and EQTIX (20.11) have marching annual gain over last year. EQTIX return over 5 years is better than : 38.94 vs. SLESX (32.11).
EQTIXSLESXEQTIX / SLESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years8 years-
Gain YTD19.58619.81399%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets838M194M432%
Annual Yield % from dividends8.276.54126%
Returns for 1 year20.1120.5398%
Returns for 3 years26.4225.30104%
Returns for 5 years38.9432.11121%
Returns for 10 years13.03N/A-
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