EQTIX
Price
$17.83
Change
+$0.06 (+0.34%)
Updated
Dec 24 closing price
Net Assets
1.06B
HROAX
Price
$12.32
Change
+$0.01 (+0.08%)
Updated
Dec 24 closing price
Net Assets
19.12M
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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$17.83
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.06B
M3Sixty Income and Opportunity A
Price$12.32
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets19.12M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Dec 26, 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: 1.06B vs. HROAX (19.1M). 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 (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 : 9.30 vs. HROAX (1.82). EQTIX return over 5 years is better than : 63.65 vs. HROAX (13.34).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years10 years-
Gain YTD11.1033.356331%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B19.1M5,534%
Annual Yield % from dividends8.750.00-
Returns for 1 year9.301.82511%
Returns for 3 years51.6333.91152%
Returns for 5 years63.6513.34477%
Returns for 10 years28.23N/A-
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