EQTIX
Price
$17.83
Change
+$0.06 (+0.34%)
Updated
Dec 24 closing price
Net Assets
1.06B
HIOIX
Price
$12.72
Change
+$0.01 (+0.08%)
Updated
Dec 24 closing price
Net Assets
19.12M
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EQTIX vs HIOIX

Header iconEQTIX vs HIOIX Comparison
Open Charts EQTIX vs HIOIXBanner chart's image
Shelton Equity Income Investor
Price$17.83
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.06B
M3Sixty Income and Opportunity Instl
Price$12.72
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets19.12M
EQTIX vs HIOIX Comparison Chart in %
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EQTIX vs. HIOIX commentary
Dec 26, 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 HIOIX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.06B vs. HIOIX (19.1M). EQTIX pays higher dividends than HIOIX: EQTIX (8.75) vs HIOIX (0.00). EQTIX was incepted earlier than HIOIX: EQTIX (29 years) vs HIOIX (10 years). HIOIX (2.76) is less costly to investors than EQTIX (0.67). HIOIX is a more actively managed with annual turnover of: 487.35 vs. EQTIX (40.00). EQTIX has a lower initial minimum investment than HIOIX: EQTIX (1000) vs HIOIX (2000). EQTIX annual gain was more profitable for investors over the last year : 9.30 vs. HIOIX (2.42). EQTIX return over 5 years is better than : 63.65 vs. HIOIX (15.43).
EQTIXHIOIXEQTIX / HIOIX
Total Expense Ratio0.672.2130%
Annual Report Gross Expense Ratio0.672.7624%
Fund Existence29 years10 years-
Gain YTD11.1033.922283%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B19.1M5,534%
Annual Yield % from dividends8.750.00-
Returns for 1 year9.302.42385%
Returns for 3 years51.6335.46146%
Returns for 5 years63.6515.43413%
Returns for 10 years28.23N/A-
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