EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
HNDDX
Price
$76.15
Change
-$0.17 (-0.22%)
Updated
Aug 15 closing price
Net Assets
135.19M
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EQTIX vs HNDDX

Header iconEQTIX vs HNDDX Comparison
Open Charts EQTIX vs HNDDXBanner chart's image
Shelton Equity Income Investor
Price$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
Horizon Equity Premium Income Investor
Price$76.15
Change-$0.17 (-0.22%)
VolumeN/A
Net Assets135.19M
EQTIX vs HNDDX Comparison Chart in %
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EQTIX vs. HNDDX commentary
Aug 17, 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 HNDDX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 982M vs. HNDDX (135M). EQTIX pays higher dividends than HNDDX: EQTIX (9.33) vs HNDDX (6.35). EQTIX was incepted earlier than HNDDX: EQTIX (29 years) vs HNDDX (9 years). HNDDX (1.09) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. HNDDX (23.00). EQTIX has a lower initial minimum investment than HNDDX: EQTIX (1000) vs HNDDX (2500). HNDDX annual gain was more profitable for investors over the last year : 18.30 vs. EQTIX (11.72). HNDDX return over 5 years is better than : 73.23 vs. EQTIX (46.89).
EQTIXHNDDXEQTIX / HNDDX
Total Expense Ratio0.671.0961%
Annual Report Gross Expense Ratio0.671.0961%
Fund Existence29 years9 years-
Gain YTD5.67911.38750%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets982M135M727%
Annual Yield % from dividends9.336.35147%
Returns for 1 year11.7218.3064%
Returns for 3 years35.2642.3683%
Returns for 5 years46.8973.2364%
Returns for 10 years16.85N/A-
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