EQTIX
Price
$15.35
Change
-$0.46 (-2.91%)
Updated
Apr 10 closing price
Net Assets
829.92M
SLESX
Price
$10.27
Change
-$0.32 (-3.02%)
Updated
Apr 10 closing price
Net Assets
179.23M
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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$15.35
Change-$0.46 (-2.91%)
VolumeN/A
Net Assets829.92M
Invesco Income Advantage U.S. Fund R6
Price$10.27
Change-$0.32 (-3.02%)
VolumeN/A
Net Assets179.23M
EQTIX vs SLESX Comparison Chart
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EQTIX vs. SLESX commentary
Apr 11, 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: 830M vs. SLESX (179M). EQTIX pays higher dividends than SLESX: EQTIX (9.99) vs SLESX (6.87). 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 : 6.39 vs. EQTIX (3.57). SLESX return over 5 years is better than : 50.55 vs. EQTIX (45.55).
EQTIXSLESXEQTIX / SLESX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years8 years-
Gain YTD-5.755-2.787207%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets830M179M464%
Annual Yield % from dividends9.996.87145%
Returns for 1 year3.576.3956%
Returns for 3 years17.7722.0081%
Returns for 5 years45.5550.5590%
Returns for 10 years3.86N/A-
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