EQTIX
Price
$17.41
Change
-$0.06 (-0.34%)
Updated
Feb 3 closing price
Net Assets
1.07B
SCJAX
Price
$7.99
Change
-$0.10 (-1.24%)
Updated
Feb 3 closing price
Net Assets
116.24M
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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$17.41
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets1.07B
Steward Covered Call Income A
Price$7.99
Change-$0.10 (-1.24%)
VolumeN/A
Net Assets116.24M
EQTIX vs SCJAX Comparison Chart in %
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EQTIX vs. SCJAX commentary
Feb 04, 2026

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: 1.08B vs. SCJAX (116M). EQTIX pays higher dividends than SCJAX: EQTIX (8.59) vs SCJAX (0.70). EQTIX was incepted earlier than SCJAX: EQTIX (29 years) vs SCJAX (8 years). SCJAX (1.38) is less costly to investors than EQTIX (0.64). SCJAX is a more actively managed with annual turnover of: 101.00 vs. EQTIX (40.00). EQTIX (1000) and SCJAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 8.21 vs. SCJAX (2.42). EQTIX return over 5 years is better than : 56.57 vs. SCJAX (-10.45).
EQTIXSCJAXEQTIX / SCJAX
Total Expense Ratio0.641.2551%
Annual Report Gross Expense Ratio0.641.3846%
Fund Existence29 years8 years-
Gain YTD0.578-0.124-466%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B116M927%
Annual Yield % from dividends8.590.701,222%
Returns for 1 year8.212.42339%
Returns for 3 years44.5512.49357%
Returns for 5 years56.57-10.45-541%
Returns for 10 years39.58N/A-
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