EQTIX
Price
$17.60
Change
+$0.08 (+0.46%)
Updated
Dec 3 closing price
Net Assets
1.04B
HROAX
Price
$13.27
Change
+$0.09 (+0.68%)
Updated
Dec 3 closing price
Net Assets
20.05M
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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$17.60
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.04B
M3Sixty Income and Opportunity A
Price$13.27
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets20.05M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Dec 04, 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 HROAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.04B vs. HROAX (20M). EQTIX pays higher dividends than HROAX: EQTIX (8.75) 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. EQTIX annual gain was more profitable for investors over the last year : 5.92 vs. HROAX (4.70). EQTIX return over 5 years is better than : 62.99 vs. HROAX (16.19).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years10 years-
Gain YTD9.42110.15193%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B20M5,180%
Annual Yield % from dividends8.750.00-
Returns for 1 year5.924.70126%
Returns for 3 years45.0032.36139%
Returns for 5 years62.9916.19389%
Returns for 10 years25.56N/A-
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