EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
990.53M
HADUX
Price
$76.74
Change
-$0.07 (-0.09%)
Updated
Sep 5 closing price
Net Assets
136.17M
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EQTIX vs HADUX

Header iconEQTIX vs HADUX Comparison
Open Charts EQTIX vs HADUXBanner chart's image
Shelton Equity Income Investor
Price$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets990.53M
Horizon Equity Premium Income Advisor
Price$76.74
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets136.17M
EQTIX vs HADUX Comparison Chart in %
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EQTIX vs. HADUX 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 EQTIX is a Buy and HADUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 991M vs. HADUX (136M). EQTIX pays higher dividends than HADUX: EQTIX (9.14) vs HADUX (6.13). 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 : 17.68 vs. EQTIX (12.09). HADUX return over 5 years is better than : 72.98 vs. EQTIX (48.42).
EQTIXHADUXEQTIX / HADUX
Total Expense Ratio0.671.2454%
Annual Report Gross Expense Ratio0.671.2454%
Fund Existence29 years8 years-
Gain YTD6.89811.93958%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets991M136M729%
Annual Yield % from dividends9.146.13149%
Returns for 1 year12.0917.6868%
Returns for 3 years47.1051.7091%
Returns for 5 years48.4272.9866%
Returns for 10 years26.32N/A-
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