EQTIX
Price
$17.41
Change
-$0.06 (-0.34%)
Updated
Feb 3 closing price
Net Assets
1.07B
SCCUX
Price
$12.01
Change
+$0.15 (+1.26%)
Updated
Feb 3 closing price
Net Assets
208.52M
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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$17.41
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets1.07B
Invesco Income Advantage U.S. Fund C
Price$12.01
Change+$0.15 (+1.26%)
VolumeN/A
Net Assets208.52M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX 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 SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.08B vs. SCCUX (209M). EQTIX pays higher dividends than SCCUX: EQTIX (8.59) vs SCCUX (5.14). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (20 years). SCCUX (1.88) is less costly to investors than EQTIX (0.64). EQTIX is a more actively managed with annual turnover of: 40.00 vs. SCCUX (34.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 12.73 vs. EQTIX (8.21). EQTIX return over 5 years is better than : 56.57 vs. SCCUX (42.92).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.641.8634%
Annual Report Gross Expense Ratio0.641.8834%
Fund Existence29 years20 years-
Gain YTD0.5780.98958%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B209M514%
Annual Yield % from dividends8.595.14167%
Returns for 1 year8.2112.7364%
Returns for 3 years44.5550.5588%
Returns for 5 years56.5742.92132%
Returns for 10 years39.5879.1450%
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