EQTIX
Price
$17.58
Change
+$0.04 (+0.23%)
Updated
Sep 8 closing price
Net Assets
990.53M
HIOIX
Price
$13.93
Change
+$0.10 (+0.72%)
Updated
Sep 8 closing price
Net Assets
36.11M
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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$17.58
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets990.53M
M3Sixty Income and Opportunity Instl
Price$13.93
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets36.11M
EQTIX vs HIOIX Comparison Chart in %
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EQTIX vs. HIOIX 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 HIOIX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 991M vs. HIOIX (36.1M). EQTIX pays higher dividends than HIOIX: EQTIX (9.14) 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 : 19.43 vs. EQTIX (12.09). EQTIX return over 5 years is better than : 48.42 vs. HIOIX (27.11).
EQTIXHIOIXEQTIX / HIOIX
Total Expense Ratio0.672.2130%
Annual Report Gross Expense Ratio0.672.7624%
Fund Existence29 years10 years-
Gain YTD6.89812.99053%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRAN/AN/A-
Net Assets991M36.1M2,745%
Annual Yield % from dividends9.140.00-
Returns for 1 year12.0919.4362%
Returns for 3 years47.1045.43104%
Returns for 5 years48.4227.11179%
Returns for 10 years26.32N/A-
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