EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
992.13M
SLESX
Price
$11.84
Change
-$0.02 (-0.17%)
Updated
Sep 5 closing price
Net Assets
200.1M
Interact to see
Advertisement

EQTIX vs SLESX

Header iconEQTIX vs SLESX Comparison
Open Charts EQTIX vs SLESXBanner chart's image
Shelton Equity Income Investor
Price$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets992.13M
Invesco Income Advantage U.S. Fund R6
Price$11.84
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets200.1M
EQTIX vs SLESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
EQTIX vs. SLESX commentary
Sep 06, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 992M vs. SLESX (200M). EQTIX pays higher dividends than SLESX: EQTIX (9.14) vs SLESX (6.28). 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 : 16.77 vs. EQTIX (12.22). SLESX return over 5 years is better than : 56.96 vs. EQTIX (48.59).
EQTIXSLESXEQTIX / SLESX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years8 years-
Gain YTD7.01911.91659%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets992M200M496%
Annual Yield % from dividends9.146.28146%
Returns for 1 year12.2216.7773%
Returns for 3 years47.2754.8386%
Returns for 5 years48.5956.9685%
Returns for 10 years26.47N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
AMT198.323.23
+1.66%
American Tower Corp
PI191.022.89
+1.54%
Impinj
INSE9.400.12
+1.29%
Inspired Entertainment
SCOR6.41-0.14
-2.14%
comScore
INVX16.82-0.44
-2.55%
Innovex International Inc