EQTIX
Price
$17.41
Change
-$0.06 (-0.34%)
Updated
Feb 3 closing price
Net Assets
1.07B
SCAYX
Price
$12.29
Change
+$0.15 (+1.24%)
Updated
Feb 3 closing price
Net Assets
208.52M
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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$17.41
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets1.07B
Invesco Income Advantage U.S. Fund Y
Price$12.29
Change+$0.15 (+1.24%)
VolumeN/A
Net Assets208.52M
EQTIX vs SCAYX Comparison Chart in %
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EQTIX vs. SCAYX commentary
Feb 04, 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 Buy and SCAYX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.08B vs. SCAYX (209M). EQTIX pays higher dividends than SCAYX: EQTIX (8.59) vs SCAYX (6.08). EQTIX was incepted earlier than SCAYX: EQTIX (29 years) vs SCAYX (17 years). SCAYX (0.88) is less costly to investors than EQTIX (0.64). 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 : 13.67 vs. EQTIX (8.21). EQTIX return over 5 years is better than : 56.57 vs. SCAYX (50.37).
EQTIXSCAYXEQTIX / SCAYX
Total Expense Ratio0.640.8674%
Annual Report Gross Expense Ratio0.640.8873%
Fund Existence29 years17 years-
Gain YTD0.5781.06154%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B209M514%
Annual Yield % from dividends8.596.08141%
Returns for 1 year8.2113.6760%
Returns for 3 years44.5554.8581%
Returns for 5 years56.5750.37112%
Returns for 10 years39.5894.9042%
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