EQTIX
Price
$17.46
Change
+$0.14 (+0.81%)
Updated
Oct 20 closing price
Net Assets
1.01B
HROAX
Price
$13.56
Change
+$0.27 (+2.03%)
Updated
Oct 20 closing price
Net Assets
35.63M
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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$17.46
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets1.01B
M3Sixty Income and Opportunity A
Price$13.56
Change+$0.27 (+2.03%)
VolumeN/A
Net Assets35.63M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Oct 21, 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 Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. HROAX (35.6M). EQTIX pays higher dividends than HROAX: EQTIX (8.86) 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 : 11.06 vs. EQTIX (7.69). EQTIX return over 5 years is better than : 49.88 vs. HROAX (22.49).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years10 years-
Gain YTD8.79813.75864%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B35.6M2,826%
Annual Yield % from dividends8.860.00-
Returns for 1 year7.6911.0670%
Returns for 3 years53.2649.83107%
Returns for 5 years49.8822.49222%
Returns for 10 years24.13N/A-
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