EQTIX
Price
$17.58
Change
+$0.04 (+0.23%)
Updated
Sep 8 closing price
Net Assets
990.53M
SCIUX
Price
$11.86
Change
+$0.02 (+0.17%)
Updated
Sep 8 closing price
Net Assets
199.83M
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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$17.58
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets990.53M
Invesco Income Advantage U.S. Fund R5
Price$11.86
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets199.83M
EQTIX vs SCIUX Comparison Chart in %
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EQTIX vs. SCIUX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 991M vs. SCIUX (200M). EQTIX pays higher dividends than SCIUX: EQTIX (9.14) vs SCIUX (6.28). 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 : 18.16 vs. EQTIX (13.67). SCIUX return over 5 years is better than : 56.52 vs. EQTIX (49.41).
EQTIXSCIUXEQTIX / SCIUX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years19 years-
Gain YTD7.14110.98465%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets991M200M496%
Annual Yield % from dividends9.146.28146%
Returns for 1 year13.6718.1675%
Returns for 3 years42.7649.5786%
Returns for 5 years49.4156.5287%
Returns for 10 years27.1778.8234%
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