EQTIX
Price
$17.40
Change
-$0.22 (-1.25%)
Updated
Nov 13 closing price
Net Assets
1.03B
HROAX
Price
$13.25
Change
-$0.32 (-2.36%)
Updated
Nov 13 closing price
Net Assets
20.14M
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EQTIX vs HROAX

Header iconEQTIX vs HROAX Comparison
Open Charts EQTIX vs HROAXBanner chart's image
Shelton Equity Income Investor
Price$17.40
Change-$0.22 (-1.25%)
VolumeN/A
Net Assets1.03B
M3Sixty Income and Opportunity A
Price$13.25
Change-$0.32 (-2.36%)
VolumeN/A
Net Assets20.14M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX 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 HROAX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.03B vs. HROAX (20.1M). EQTIX pays higher dividends than HROAX: EQTIX (8.78) vs HROAX (0.00). EQTIX was incepted earlier than HROAX: EQTIX (29 years) vs HROAX (10 years). HROAX (3.01) is less costly to investors than EQTIX (0.67). HROAX is a more actively managed with annual turnover of: 487.35 vs. EQTIX (74.00). EQTIX (1000) and HROAX (1000) have matching initial minimum investment requirements. HROAX annual gain was more profitable for investors over the last year : 9.70 vs. EQTIX (7.71). EQTIX return over 5 years is better than : 45.19 vs. HROAX (22.81).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years10 years-
Gain YTD9.79513.84271%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B20.1M5,129%
Annual Yield % from dividends8.780.00-
Returns for 1 year7.719.7079%
Returns for 3 years46.3341.21112%
Returns for 5 years45.1922.81198%
Returns for 10 years28.22N/A-
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