EQTIX
Price
$17.26
Change
+$0.11 (+0.64%)
Updated
Jul 3 closing price
Net Assets
955.45M
HADUX
Price
$74.33
Change
+$0.30 (+0.41%)
Updated
Jul 3 closing price
Net Assets
131.23M
Interact to see
Advertisement

EQTIX vs HADUX

Header iconEQTIX vs HADUX Comparison
Open Charts EQTIX vs HADUXBanner chart's image
Shelton Equity Income Investor
Price$17.26
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets955.45M
Horizon Equity Premium Income Advisor
Price$74.33
Change+$0.30 (+0.41%)
VolumeN/A
Net Assets131.23M
EQTIX vs HADUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
EQTIX vs. HADUX commentary
Jul 06, 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 HADUX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 955M vs. HADUX (131M). EQTIX pays higher dividends than HADUX: EQTIX (9.36) vs HADUX (6.34). EQTIX was incepted earlier than HADUX: EQTIX (29 years) vs HADUX (8 years). HADUX (1.24) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. HADUX (23.00). EQTIX has a lower initial minimum investment than HADUX: EQTIX (1000) vs HADUX (2500). HADUX annual gain was more profitable for investors over the last year : 14.55 vs. EQTIX (11.80). HADUX return over 5 years is better than : 77.16 vs. EQTIX (51.80).
EQTIXHADUXEQTIX / HADUX
Total Expense Ratio0.671.2454%
Annual Report Gross Expense Ratio0.671.2454%
Fund Existence29 years8 years-
Gain YTD5.1918.32762%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets955M131M729%
Annual Yield % from dividends9.366.34148%
Returns for 1 year11.8014.5581%
Returns for 3 years45.7830.54150%
Returns for 5 years51.8077.1667%
Returns for 10 years17.05N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LADYX29.010.43
+1.50%
Lord Abbett Developing Growth I
PGIAX36.560.28
+0.77%
Putnam Focused Equity A
YOVAX16.970.12
+0.71%
Yorktown Small-Cap A
MYINX9.120.01
+0.11%
NYLI WMC International Rsrch Eq Inv Cl
JNBCX10.160.01
+0.10%
JPMorgan Income Builder C