EQTIX
Price
$17.32
Change
+$0.08 (+0.46%)
Updated
Oct 17 closing price
Net Assets
999.88M
SCCUX
Price
$11.73
Change
+$0.06 (+0.51%)
Updated
Oct 17 closing price
Net Assets
201.54M
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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$17.32
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets999.88M
Invesco Income Advantage U.S. Fund C
Price$11.73
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets201.54M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Oct 18, 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 Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1B vs. SCCUX (202M). EQTIX pays higher dividends than SCCUX: EQTIX (8.86) vs SCCUX (5.13). 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 : 11.51 vs. EQTIX (7.25). SCCUX (47.67) and EQTIX (46.66) have equivalent 5 years return.
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years20 years-
Gain YTD7.92511.49169%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1B202M495%
Annual Yield % from dividends8.865.13173%
Returns for 1 year7.2511.5163%
Returns for 3 years53.5757.7593%
Returns for 5 years46.6647.6798%
Returns for 10 years25.6459.9543%
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