EQTIX
Price
$17.62
Change
+$0.06 (+0.34%)
Updated
Nov 12 closing price
Net Assets
1.03B
HIOIX
Price
$13.97
Change
+$0.04 (+0.29%)
Updated
Nov 12 closing price
Net Assets
20.8M
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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$17.62
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.03B
M3Sixty Income and Opportunity Instl
Price$13.97
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets20.8M
EQTIX vs HIOIX Comparison Chart in %
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EQTIX vs. HIOIX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.03B vs. HIOIX (20.8M). EQTIX pays higher dividends than HIOIX: EQTIX (8.78) 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 (74.00). EQTIX has a lower initial minimum investment than HIOIX: EQTIX (1000) vs HIOIX (2000). HIOIX annual gain was more profitable for investors over the last year : 10.09 vs. EQTIX (7.71). EQTIX return over 5 years is better than : 45.19 vs. HIOIX (24.84).
EQTIXHIOIXEQTIX / HIOIX
Total Expense Ratio0.672.2130%
Annual Report Gross Expense Ratio0.672.7624%
Fund Existence29 years10 years-
Gain YTD9.79514.13469%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B20.8M4,947%
Annual Yield % from dividends8.780.00-
Returns for 1 year7.7110.0976%
Returns for 3 years46.3342.55109%
Returns for 5 years45.1924.84182%
Returns for 10 years28.22N/A-
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