EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
SLESX
Price
$11.21
Change
+$0.07 (+0.63%)
Updated
Jan 17 closing price
Net Assets
192.4M
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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$17.51
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets852.4M
Invesco Income Advantage U.S. Fund R6
Price$11.21
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets192.4M
EQTIX vs SLESX Comparison Chart
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EQTIX vs. SLESX commentary
Jan 19, 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 Hold and SLESX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 852M vs. SLESX (192M). 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). EQTIX (18.91) and SLESX (18.47) have marching annual gain over last year. EQTIX return over 5 years is better than : 37.14 vs. SLESX (29.30).
EQTIXSLESXEQTIX / SLESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years8 years-
Gain YTD2.0401.811113%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets852M192M444%
Annual Yield % from dividends8.276.54126%
Returns for 1 year18.9118.47102%
Returns for 3 years25.6325.32101%
Returns for 5 years37.1429.30127%
Returns for 10 years15.22N/A-
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