EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
979.65M
SLESX
Price
$11.82
Change
-$0.01 (-0.08%)
Updated
Aug 15 closing price
Net Assets
198.8M
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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$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets979.65M
Invesco Income Advantage U.S. Fund R6
Price$11.82
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets198.8M
EQTIX vs SLESX Comparison Chart in %
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EQTIX vs. SLESX commentary
Aug 16, 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 StrongBuy and SLESX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 980M vs. SLESX (199M). EQTIX pays higher dividends than SLESX: EQTIX (9.33) vs SLESX (6.37). EQTIX was incepted earlier than SLESX: EQTIX (29 years) vs SLESX (8 years). SLESX (0.80) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SLESX (54.00). EQTIX has a lower initial minimum investment than SLESX: EQTIX (1000) vs SLESX (1000000). SLESX annual gain was more profitable for investors over the last year : 16.07 vs. EQTIX (10.43). SLESX return over 5 years is better than : 53.29 vs. EQTIX (46.89).
EQTIXSLESXEQTIX / SLESX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years8 years-
Gain YTD5.67911.04451%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets980M199M492%
Annual Yield % from dividends9.336.37146%
Returns for 1 year10.4316.0765%
Returns for 3 years35.0243.4981%
Returns for 5 years46.8953.2988%
Returns for 10 years16.93N/A-
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