EQTIX
Price
$17.41
Change
-$0.06 (-0.34%)
Updated
Feb 3 closing price
Net Assets
1.07B
HROAX
Price
$12.40
Change
-$1.30 (-9.49%)
Updated
Feb 3 closing price
Net Assets
18.59M
Interact to see
Advertisement

EQTIX vs HROAX

Header iconEQTIX vs HROAX Comparison
Open Charts EQTIX vs HROAXBanner chart's image
Shelton Equity Income Investor
Price$17.41
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets1.07B
M3Sixty Income and Opportunity A
Price$12.40
Change-$1.30 (-9.49%)
VolumeN/A
Net Assets18.59M
EQTIX vs HROAX Comparison Chart in %
View a ticker or compare two or three
VS
EQTIX vs. HROAX commentary
Feb 04, 2026

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 HROAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.08B vs. HROAX (18.6M). EQTIX pays higher dividends than HROAX: EQTIX (8.59) 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 (0.64). HROAX is a more actively managed with annual turnover of: 487.35 vs. EQTIX (40.00). EQTIX (1000) and HROAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 8.21 vs. HROAX (2.39). EQTIX return over 5 years is better than : 56.57 vs. HROAX (4.64).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.642.4626%
Annual Report Gross Expense Ratio0.643.0121%
Fund Existence29 years10 years-
Gain YTD0.5782.31025%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B18.6M5,780%
Annual Yield % from dividends8.590.00-
Returns for 1 year8.212.39343%
Returns for 3 years44.5529.98149%
Returns for 5 years56.574.641,219%
Returns for 10 years39.5823.26170%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SMBK42.390.51
+1.22%
SmartFinancial
GNW8.500.03
+0.35%
Genworth Financial
SUGP6.20-0.06
-0.88%
SU Group Holdings Limited
STE261.67-2.57
-0.97%
STERIS plc
EPSN4.71-0.07
-1.46%
Epsilon Energy Ltd