EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
PMYRX
Price
$12.96
Change
-$0.03 (-0.23%)
Updated
Aug 15 closing price
Net Assets
137.61M
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EQTIX vs PMYRX

Header iconEQTIX vs PMYRX Comparison
Open Charts EQTIX vs PMYRXBanner chart's image
Shelton Equity Income Investor
Price$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
Victory Pioneer Equ Premium Income Y
Price$12.96
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets137.61M
EQTIX vs PMYRX Comparison Chart in %
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EQTIX vs. PMYRX 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 PMYRX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 982M vs. PMYRX (138M). PMYRX pays higher dividends than EQTIX: PMYRX (11.80) vs EQTIX (9.33). EQTIX was incepted earlier than PMYRX: EQTIX (29 years) vs PMYRX (15 years). PMYRX (1.14) is less costly to investors than EQTIX (0.67). PMYRX is a more actively managed with annual turnover of: 114.00 vs. EQTIX (74.00). EQTIX has a lower initial minimum investment than PMYRX: EQTIX (1000) vs PMYRX (5000000). PMYRX annual gain was more profitable for investors over the last year : 14.75 vs. EQTIX (10.55). EQTIX return over 5 years is better than : 47.06 vs. PMYRX (35.30).
EQTIXPMYRXEQTIX / PMYRX
Total Expense Ratio0.670.9074%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence29 years15 years-
Gain YTD5.80113.64043%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets982M138M712%
Annual Yield % from dividends9.3311.8079%
Returns for 1 year10.5514.7572%
Returns for 3 years35.1728.05125%
Returns for 5 years47.0635.30133%
Returns for 10 years17.0736.0047%
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