EQTIX
Price
$17.26
Change
+$0.11 (+0.64%)
Updated
Jul 3 closing price
Net Assets
955.45M
SCAYX
Price
$11.58
Change
+$0.06 (+0.52%)
Updated
Jul 3 closing price
Net Assets
194.85M
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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$17.26
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets955.45M
Invesco Income Advantage U.S. Fund Y
Price$11.58
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets194.85M
EQTIX vs SCAYX Comparison Chart in %
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EQTIX vs. SCAYX commentary
Jul 06, 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: 955M vs. SCAYX (195M). 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 : 13.07 vs. EQTIX (11.80). SCAYX return over 5 years is better than : 54.89 vs. EQTIX (51.80).
EQTIXSCAYXEQTIX / SCAYX
Total Expense Ratio0.670.8876%
Annual Report Gross Expense Ratio0.670.9074%
Fund Existence29 years17 years-
Gain YTD5.1917.19772%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets955M195M490%
Annual Yield % from dividends9.366.39146%
Returns for 1 year11.8013.0790%
Returns for 3 years45.7850.4191%
Returns for 5 years51.8054.8994%
Returns for 10 years17.0561.1628%
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