EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
990.53M
HROAX
Price
$13.45
Change
+$0.04 (+0.30%)
Updated
Sep 5 closing price
Net Assets
36.11M
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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$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets990.53M
M3Sixty Income and Opportunity A
Price$13.45
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets36.11M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 991M vs. HROAX (36.1M). EQTIX pays higher dividends than HROAX: EQTIX (9.14) 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 : 19.03 vs. EQTIX (12.09). EQTIX return over 5 years is better than : 48.42 vs. HROAX (25.23).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years10 years-
Gain YTD6.89812.83654%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets991M36.1M2,745%
Annual Yield % from dividends9.140.00-
Returns for 1 year12.0919.0364%
Returns for 3 years47.1044.00107%
Returns for 5 years48.4225.23192%
Returns for 10 years26.32N/A-
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