EQTIX
Price
$16.42
Change
-$0.00 (-0.00%)
Updated
May 9 closing price
Net Assets
867.6M
SLESX
Price
$10.85
Change
-$0.00 (-0.00%)
Updated
May 9 closing price
Net Assets
183.09M
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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$16.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets867.6M
Invesco Income Advantage U.S. Fund R6
Price$10.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets183.09M
EQTIX vs SLESX Comparison Chart
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EQTIX vs. SLESX commentary
May 12, 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: 868M vs. SLESX (183M). EQTIX pays higher dividends than SLESX: EQTIX (10.01) vs SLESX (6.95). 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 : 8.99 vs. EQTIX (7.31). SLESX return over 5 years is better than : 52.17 vs. EQTIX (47.17).
EQTIXSLESXEQTIX / SLESX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years8 years-
Gain YTD-2.1190.194-1,092%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets868M183M474%
Annual Yield % from dividends10.016.95144%
Returns for 1 year7.318.9981%
Returns for 3 years31.7336.0888%
Returns for 5 years47.1752.1790%
Returns for 10 years6.68N/A-
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Annexon