EQTIX
Price
$17.49
Change
-$0.07 (-0.40%)
Updated
Jan 14 closing price
Net Assets
1.06B
SCAYX
Price
$12.34
Change
-$0.04 (-0.32%)
Updated
Jan 14 closing price
Net Assets
208.78M
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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$17.49
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets1.06B
Invesco Income Advantage U.S. Fund Y
Price$12.34
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets208.78M
EQTIX vs SCAYX Comparison Chart in %
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EQTIX vs. SCAYX commentary
Jan 15, 2026

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 SCAYX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.06B vs. SCAYX (209M). EQTIX pays higher dividends than SCAYX: EQTIX (8.70) vs SCAYX (6.04). 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: 40.00 vs. SCAYX (34.00). EQTIX (1000) and SCAYX (1000) have matching initial minimum investment requirements. SCAYX annual gain was more profitable for investors over the last year : 16.86 vs. EQTIX (11.43). EQTIX return over 5 years is better than : 59.22 vs. SCAYX (51.38).
EQTIXSCAYXEQTIX / SCAYX
Total Expense Ratio0.670.8876%
Annual Report Gross Expense Ratio0.670.9074%
Fund Existence29 years17 years-
Gain YTD1.0400.899116%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B209M508%
Annual Yield % from dividends8.706.04144%
Returns for 1 year11.4316.8668%
Returns for 3 years46.8956.8383%
Returns for 5 years59.2251.38115%
Returns for 10 years41.4898.1342%
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