EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
992.13M
SCCUX
Price
$11.57
Change
-$0.02 (-0.17%)
Updated
Sep 5 closing price
Net Assets
200.1M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets992.13M
Invesco Income Advantage U.S. Fund C
Price$11.57
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets200.1M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Sep 07, 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 SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 992M vs. SCCUX (200M). EQTIX pays higher dividends than SCCUX: EQTIX (9.14) vs SCCUX (5.26). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 15.34 vs. EQTIX (12.09). EQTIX (48.42) and SCCUX (47.60) have equivalent 5 years return.
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD6.8989.98369%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets992M200M496%
Annual Yield % from dividends9.145.26174%
Returns for 1 year12.0915.3479%
Returns for 3 years47.1049.7795%
Returns for 5 years48.4247.60102%
Returns for 10 years26.3262.7042%
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