EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
SCAYX
Price
$11.81
Change
-$0.02 (-0.17%)
Updated
Aug 15 closing price
Net Assets
198.63M
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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$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
Invesco Income Advantage U.S. Fund Y
Price$11.81
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets198.63M
EQTIX vs SCAYX Comparison Chart in %
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EQTIX vs. SCAYX commentary
Aug 17, 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: 982M vs. SCAYX (199M). EQTIX pays higher dividends than SCAYX: EQTIX (9.33) vs SCAYX (6.30). 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 : 15.67 vs. EQTIX (10.55). SCAYX return over 5 years is better than : 51.03 vs. EQTIX (47.06).
EQTIXSCAYXEQTIX / SCAYX
Total Expense Ratio0.670.8876%
Annual Report Gross Expense Ratio0.670.9074%
Fund Existence29 years17 years-
Gain YTD5.8019.90859%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets982M199M493%
Annual Yield % from dividends9.336.30148%
Returns for 1 year10.5515.6767%
Returns for 3 years35.1743.0882%
Returns for 5 years47.0651.0392%
Returns for 10 years17.0765.0726%
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