EQTIX
Price
$17.03
Change
-$0.14 (-0.82%)
Updated
Jun 13 closing price
Net Assets
917.83M
SLESX
Price
$11.25
Change
-$0.08 (-0.71%)
Updated
Jun 13 closing price
Net Assets
189.8M
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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$17.03
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets917.83M
Invesco Income Advantage U.S. Fund R6
Price$11.25
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets189.8M
EQTIX vs SLESX Comparison Chart
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EQTIX vs. SLESX commentary
Jun 14, 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 SLESX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 918M vs. SLESX (190M). EQTIX pays higher dividends than SLESX: EQTIX (9.61) vs SLESX (6.68). 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 : 11.48 vs. EQTIX (10.31). SLESX return over 5 years is better than : 56.77 vs. EQTIX (50.02).
EQTIXSLESXEQTIX / SLESX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years8 years-
Gain YTD2.3525.20945%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets918M190M483%
Annual Yield % from dividends9.616.68144%
Returns for 1 year10.3111.4890%
Returns for 3 years44.8850.3789%
Returns for 5 years50.0256.7788%
Returns for 10 years11.47N/A-
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