EQTIX
Price
$17.26
Change
+$0.11 (+0.64%)
Updated
Jul 3 closing price
Net Assets
955.45M
SCIUX
Price
$11.59
Change
+$0.07 (+0.61%)
Updated
Jul 3 closing price
Net Assets
194.85M
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EQTIX vs SCIUX

Header iconEQTIX vs SCIUX Comparison
Open Charts EQTIX vs SCIUXBanner chart's image
Shelton Equity Income Investor
Price$17.26
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets955.45M
Invesco Income Advantage U.S. Fund R5
Price$11.59
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets194.85M
EQTIX vs SCIUX Comparison Chart in %
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EQTIX vs. SCIUX commentary
Jul 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 SCIUX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 955M vs. SCIUX (195M). EQTIX pays higher dividends than SCIUX: EQTIX (9.36) vs SCIUX (6.46). EQTIX was incepted earlier than SCIUX: EQTIX (29 years) vs SCIUX (19 years). SCIUX (0.80) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCIUX (54.00). EQTIX has a lower initial minimum investment than SCIUX: EQTIX (1000) vs SCIUX (1000000). SCIUX annual gain was more profitable for investors over the last year : 13.26 vs. EQTIX (11.80). SCIUX return over 5 years is better than : 55.40 vs. EQTIX (51.80).
EQTIXSCIUXEQTIX / SCIUX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years19 years-
Gain YTD5.1917.31971%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets955M195M490%
Annual Yield % from dividends9.366.46145%
Returns for 1 year11.8013.2689%
Returns for 3 years45.7850.6890%
Returns for 5 years51.8055.4093%
Returns for 10 years17.0562.7127%
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