EQTIX
Price
$17.40
Change
-$0.22 (-1.25%)
Updated
Nov 13 closing price
Net Assets
1.03B
SCCUX
Price
$11.84
Change
-$0.16 (-1.33%)
Updated
Nov 13 closing price
Net Assets
207.31M
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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$17.40
Change-$0.22 (-1.25%)
VolumeN/A
Net Assets1.03B
Invesco Income Advantage U.S. Fund C
Price$11.84
Change-$0.16 (-1.33%)
VolumeN/A
Net Assets207.31M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Nov 14, 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 Hold and SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.03B vs. SCCUX (207M). EQTIX pays higher dividends than SCCUX: EQTIX (8.78) vs SCCUX (5.05). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (20 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 : 12.63 vs. EQTIX (7.71). SCCUX return over 5 years is better than : 52.03 vs. EQTIX (45.19).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years20 years-
Gain YTD9.79514.54767%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B207M498%
Annual Yield % from dividends8.785.05174%
Returns for 1 year7.7112.6361%
Returns for 3 years46.3353.7486%
Returns for 5 years45.1952.0387%
Returns for 10 years28.2270.8240%
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