EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
990.53M
SCJAX
Price
$8.03
Change
-$0.01 (-0.12%)
Updated
Sep 5 closing price
Net Assets
103.07M
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EQTIX vs SCJAX

Header iconEQTIX vs SCJAX Comparison
Open Charts EQTIX vs SCJAXBanner chart's image
Shelton Equity Income Investor
Price$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets990.53M
Steward Covered Call Income A
Price$8.03
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets103.07M
EQTIX vs SCJAX Comparison Chart in %
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EQTIX vs. SCJAX commentary
Sep 08, 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 SCJAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 991M vs. SCJAX (103M). EQTIX pays higher dividends than SCJAX: EQTIX (9.14) vs SCJAX (0.79). EQTIX was incepted earlier than SCJAX: EQTIX (29 years) vs SCJAX (8 years). SCJAX (1.42) is less costly to investors than EQTIX (0.67). SCJAX is a more actively managed with annual turnover of: 101.00 vs. EQTIX (74.00). EQTIX (1000) and SCJAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 12.09 vs. SCJAX (0.88). EQTIX return over 5 years is better than : 48.42 vs. SCJAX (-14.36).
EQTIXSCJAXEQTIX / SCJAX
Total Expense Ratio0.671.2554%
Annual Report Gross Expense Ratio0.671.4247%
Fund Existence29 years8 years-
Gain YTD6.8982.969232%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets991M103M962%
Annual Yield % from dividends9.140.791,162%
Returns for 1 year12.090.881,376%
Returns for 3 years47.107.00673%
Returns for 5 years48.42-14.36-337%
Returns for 10 years26.32N/A-
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