EQTIX
Price
$17.60
Change
+$0.08 (+0.46%)
Updated
Dec 3 closing price
Net Assets
1.04B
SCCUX
Price
$11.95
Change
+$0.03 (+0.25%)
Updated
Dec 2 closing price
Net Assets
206.88M
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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$17.60
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.04B
Invesco Income Advantage U.S. Fund C
Price$11.95
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets206.88M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Dec 04, 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: 1.04B vs. SCCUX (207M). EQTIX pays higher dividends than SCCUX: EQTIX (8.75) vs SCCUX (5.07). 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 : 10.66 vs. EQTIX (5.92). EQTIX return over 5 years is better than : 62.99 vs. SCCUX (49.65).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years20 years-
Gain YTD9.42113.78468%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B207M500%
Annual Yield % from dividends8.755.07173%
Returns for 1 year5.9210.6656%
Returns for 3 years45.0049.5391%
Returns for 5 years62.9949.65127%
Returns for 10 years25.5665.1639%
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