EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
992.13M
SCJIX
Price
$8.18
Change
-$0.01 (-0.12%)
Updated
Sep 5 closing price
Net Assets
103.18M
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EQTIX vs SCJIX

Header iconEQTIX vs SCJIX Comparison
Open Charts EQTIX vs SCJIXBanner chart's image
Shelton Equity Income Investor
Price$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets992.13M
Steward Covered Call Income I
Price$8.18
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets103.18M
EQTIX vs SCJIX Comparison Chart in %
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EQTIX vs. SCJIX commentary
Sep 07, 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 SCJIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 992M vs. SCJIX (103M). EQTIX pays higher dividends than SCJIX: EQTIX (9.14) vs SCJIX (0.85). EQTIX was incepted earlier than SCJIX: EQTIX (29 years) vs SCJIX (8 years). SCJIX (1.25) is less costly to investors than EQTIX (0.67). SCJIX is a more actively managed with annual turnover of: 101.00 vs. EQTIX (74.00). EQTIX has a lower initial minimum investment than SCJIX: EQTIX (1000) vs SCJIX (100000). EQTIX annual gain was more profitable for investors over the last year : 12.09 vs. SCJIX (1.32). EQTIX return over 5 years is better than : 48.42 vs. SCJIX (-12.79).
EQTIXSCJIXEQTIX / SCJIX
Total Expense Ratio0.671.0067%
Annual Report Gross Expense Ratio0.671.2554%
Fund Existence29 years8 years-
Gain YTD6.8983.213215%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets992M103M963%
Annual Yield % from dividends9.140.851,077%
Returns for 1 year12.091.32916%
Returns for 3 years47.108.37563%
Returns for 5 years48.42-12.79-379%
Returns for 10 years26.32N/A-
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