EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
HROAX
Price
$13.06
Change
-$0.11 (-0.84%)
Updated
Aug 14 closing price
Net Assets
30.53M
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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$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
M3Sixty Income and Opportunity A
Price$13.06
Change-$0.11 (-0.84%)
VolumeN/A
Net Assets30.53M
EQTIX vs HROAX Comparison Chart in %
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EQTIX vs. HROAX commentary
Aug 18, 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: 982M vs. HROAX (30.5M). EQTIX pays higher dividends than HROAX: EQTIX (9.33) 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 : 14.46 vs. EQTIX (10.55). EQTIX return over 5 years is better than : 47.06 vs. HROAX (20.15).
EQTIXHROAXEQTIX / HROAX
Total Expense Ratio0.672.4627%
Annual Report Gross Expense Ratio0.673.0122%
Fund Existence29 years10 years-
Gain YTD5.8019.56461%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets982M30.5M3,220%
Annual Yield % from dividends9.330.00-
Returns for 1 year10.5514.4673%
Returns for 3 years35.1733.81104%
Returns for 5 years47.0620.15234%
Returns for 10 years17.07N/A-
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