EQTIX
Price
$17.84
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
1.06B
HADUX
Price
$79.47
Change
+$0.03 (+0.04%)
Updated
Dec 26 closing price
Net Assets
146.76M
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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$17.84
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.06B
Horizon Equity Premium Income Advisor
Price$79.47
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets146.76M
EQTIX vs HADUX Comparison Chart in %
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EQTIX vs. HADUX commentary
Dec 27, 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 HADUX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.06B vs. HADUX (147M). EQTIX pays higher dividends than HADUX: EQTIX (8.75) vs HADUX (5.74). EQTIX was incepted earlier than HADUX: EQTIX (29 years) vs HADUX (9 years). HADUX (1.24) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 40.00 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 : 13.34 vs. EQTIX (9.30). HADUX (64.99) and EQTIX (63.65) have equivalent 5 years return.
EQTIXHADUXEQTIX / HADUX
Total Expense Ratio0.671.2454%
Annual Report Gross Expense Ratio0.671.2454%
Fund Existence29 years9 years-
Gain YTD11.10315.92170%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B147M719%
Annual Yield % from dividends8.755.74153%
Returns for 1 year9.3013.3470%
Returns for 3 years51.6348.83106%
Returns for 5 years63.6564.9998%
Returns for 10 years28.23N/A-
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