EQTIX
Price
$17.41
Change
-$0.06 (-0.34%)
Updated
Feb 3 closing price
Net Assets
1.07B
SCNUX
Price
$12.28
Change
+$0.15 (+1.24%)
Updated
Feb 3 closing price
Net Assets
208.52M
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EQTIX vs SCNUX

Header iconEQTIX vs SCNUX Comparison
Open Charts EQTIX vs SCNUXBanner chart's image
Shelton Equity Income Investor
Price$17.41
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets1.07B
Invesco Income Advantage U.S. Fund I
Price$12.28
Change+$0.15 (+1.24%)
VolumeN/A
Net Assets208.52M
EQTIX vs SCNUX Comparison Chart in %
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EQTIX vs. SCNUX commentary
Feb 05, 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 SCNUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.08B vs. SCNUX (209M). EQTIX pays higher dividends than SCNUX: EQTIX (8.59) vs SCNUX (5.84). EQTIX was incepted earlier than SCNUX: EQTIX (29 years) vs SCNUX (18 years). SCNUX (1.13) is less costly to investors than EQTIX (0.64). EQTIX is a more actively managed with annual turnover of: 40.00 vs. SCNUX (34.00). EQTIX (1000) and SCNUX (1000) have matching initial minimum investment requirements. SCNUX annual gain was more profitable for investors over the last year : 14.01 vs. EQTIX (8.21). EQTIX return over 5 years is better than : 56.57 vs. SCNUX (49.30).
EQTIXSCNUXEQTIX / SCNUX
Total Expense Ratio0.641.1158%
Annual Report Gross Expense Ratio0.641.1357%
Fund Existence29 years18 years-
Gain YTD0.5781.04156%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B209M514%
Annual Yield % from dividends8.595.84147%
Returns for 1 year8.2114.0159%
Returns for 3 years44.5554.5782%
Returns for 5 years56.5749.30115%
Returns for 10 years39.5891.9843%
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