EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
SCIUX
Price
$11.82
Change
-$0.01 (-0.08%)
Updated
Aug 15 closing price
Net Assets
198.63M
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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$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
Invesco Income Advantage U.S. Fund R5
Price$11.82
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets198.63M
EQTIX vs SCIUX Comparison Chart in %
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EQTIX vs. SCIUX commentary
Aug 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 Buy and SCIUX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 982M vs. SCIUX (199M). EQTIX pays higher dividends than SCIUX: EQTIX (9.33) vs SCIUX (6.38). 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 : 15.84 vs. EQTIX (10.55). SCIUX return over 5 years is better than : 51.53 vs. EQTIX (47.06).
EQTIXSCIUXEQTIX / SCIUX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years19 years-
Gain YTD5.80110.03158%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets982M199M493%
Annual Yield % from dividends9.336.38146%
Returns for 1 year10.5515.8467%
Returns for 3 years35.1743.3581%
Returns for 5 years47.0651.5391%
Returns for 10 years17.0766.6526%
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