ENHRX
Price
$10.44
Change
-$0.07 (-0.67%)
Updated
Sep 5 closing price
Net Assets
150.87M
EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
990.53M
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ENHRX vs EQTIX

Header iconENHRX vs EQTIX Comparison
Open Charts ENHRX vs EQTIXBanner chart's image
Cullen Enhanced Equity Income Retail
Price$10.44
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets150.87M
Shelton Equity Income Investor
Price$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets990.53M
ENHRX vs EQTIX Comparison Chart in %
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ENHRX vs. EQTIX commentary
Sep 09, 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 ENHRX is a Hold and EQTIX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 991M vs. ENHRX (151M). EQTIX pays higher dividends than ENHRX: EQTIX (9.14) vs ENHRX (5.63). ENHRX was incepted earlier than EQTIX: ENHRX (10 years) vs EQTIX (29 years). ENHRX (1.50) is less costly to investors than EQTIX (0.67). ENHRX is a more actively managed with annual turnover of: 125.00 vs. EQTIX (74.00). ENHRX (1000) and EQTIX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 12.09 vs. ENHRX (2.98). EQTIX return over 5 years is better than : 48.42 vs. ENHRX (45.33).
ENHRXEQTIXENHRX / EQTIX
Total Expense Ratio1.000.67149%
Annual Report Gross Expense Ratio1.500.67224%
Fund Existence10 years29 years-
Gain YTD5.6866.89882%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets151M991M15%
Annual Yield % from dividends5.639.1462%
Returns for 1 year2.9812.0925%
Returns for 3 years21.4747.1046%
Returns for 5 years45.3348.4294%
Returns for 10 yearsN/A26.32-
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