EQTIX
Price
$17.34
Change
+$0.06 (+0.35%)
Updated
Jul 25 closing price
Net Assets
963.14M
SCAYX
Price
$11.69
Change
+$0.04 (+0.34%)
Updated
Jul 25 closing price
Net Assets
196.88M
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EQTIX vs SCAYX

Header iconEQTIX vs SCAYX Comparison
Open Charts EQTIX vs SCAYXBanner chart's image
Shelton Equity Income Investor
Price$17.34
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets963.14M
Invesco Income Advantage U.S. Fund Y
Price$11.69
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets196.88M
EQTIX vs SCAYX Comparison Chart in %
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EQTIX vs. SCAYX commentary
Jul 27, 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 SCAYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 963M vs. SCAYX (197M). EQTIX pays higher dividends than SCAYX: EQTIX (9.36) vs SCAYX (6.39). EQTIX was incepted earlier than SCAYX: EQTIX (29 years) vs SCAYX (17 years). SCAYX (0.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCAYX (54.00). EQTIX (1000) and SCAYX (1000) have matching initial minimum investment requirements. SCAYX annual gain was more profitable for investors over the last year : 16.89 vs. EQTIX (13.59). SCAYX return over 5 years is better than : 54.33 vs. EQTIX (49.64).
EQTIXSCAYXEQTIX / SCAYX
Total Expense Ratio0.670.8876%
Annual Report Gross Expense Ratio0.670.9074%
Fund Existence29 years17 years-
Gain YTD5.6798.79165%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets963M197M489%
Annual Yield % from dividends9.366.39146%
Returns for 1 year13.5916.8980%
Returns for 3 years44.4050.2288%
Returns for 5 years49.6454.3391%
Returns for 10 years17.5966.5626%
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