EQTIX
Price
$17.32
Change
+$0.08 (+0.46%)
Updated
Oct 17 closing price
Net Assets
999.88M
SCAUX
Price
$11.95
Change
+$0.07 (+0.59%)
Updated
Oct 17 closing price
Net Assets
201.54M
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EQTIX vs SCAUX

Header iconEQTIX vs SCAUX Comparison
Open Charts EQTIX vs SCAUXBanner chart's image
Shelton Equity Income Investor
Price$17.32
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets999.88M
Invesco Income Advantage U.S. Fund A
Price$11.95
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets201.54M
EQTIX vs SCAUX Comparison Chart in %
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EQTIX vs. SCAUX commentary
Oct 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 Hold and SCAUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1B vs. SCAUX (202M). EQTIX pays higher dividends than SCAUX: EQTIX (8.86) vs SCAUX (5.83). EQTIX was incepted earlier than SCAUX: EQTIX (29 years) vs SCAUX (20 years). SCAUX (1.15) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCAUX (54.00). EQTIX (1000) and SCAUX (1000) have matching initial minimum investment requirements. SCAUX annual gain was more profitable for investors over the last year : 12.17 vs. EQTIX (7.25). SCAUX return over 5 years is better than : 53.16 vs. EQTIX (46.66).
EQTIXSCAUXEQTIX / SCAUX
Total Expense Ratio0.671.1359%
Annual Report Gross Expense Ratio0.671.1558%
Fund Existence29 years20 years-
Gain YTD7.92512.09466%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1B202M495%
Annual Yield % from dividends8.865.83152%
Returns for 1 year7.2512.1760%
Returns for 3 years53.5761.1288%
Returns for 5 years46.6653.1688%
Returns for 10 years25.6470.1137%
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