EQTIX
Price
$17.46
Change
+$0.14 (+0.81%)
Updated
Oct 20 closing price
Net Assets
1.01B
SCIUX
Price
$12.10
Change
+$0.10 (+0.83%)
Updated
Oct 20 closing price
Net Assets
203.57M
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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$17.46
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets1.01B
Invesco Income Advantage U.S. Fund R5
Price$12.10
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets203.57M
EQTIX vs SCIUX Comparison Chart in %
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EQTIX vs. SCIUX commentary
Oct 21, 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 SCIUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.01B vs. SCIUX (204M). EQTIX pays higher dividends than SCIUX: EQTIX (8.86) vs SCIUX (6.12). EQTIX was incepted earlier than SCIUX: EQTIX (29 years) vs SCIUX (20 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 : 13.66 vs. EQTIX (7.69). SCIUX return over 5 years is better than : 60.83 vs. EQTIX (49.88).
EQTIXSCIUXEQTIX / SCIUX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years20 years-
Gain YTD8.79813.81164%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B204M493%
Annual Yield % from dividends8.866.12145%
Returns for 1 year7.6913.6656%
Returns for 3 years53.2663.4584%
Returns for 5 years49.8860.8382%
Returns for 10 years24.1375.9832%
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