EQTIX
Price
$17.49
Change
-$0.07 (-0.40%)
Updated
Jan 14 closing price
Net Assets
1.06B
SCNUX
Price
$12.33
Change
-$0.04 (-0.32%)
Updated
Jan 14 closing price
Net Assets
208.78M
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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$17.49
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets1.06B
Invesco Income Advantage U.S. Fund I
Price$12.33
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets208.78M
EQTIX vs SCNUX Comparison Chart in %
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EQTIX vs. SCNUX commentary
Jan 15, 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 Hold and SCNUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.06B vs. SCNUX (209M). EQTIX pays higher dividends than SCNUX: EQTIX (8.70) vs SCNUX (5.80). EQTIX was incepted earlier than SCNUX: EQTIX (29 years) vs SCNUX (18 years). SCNUX (1.15) is less costly to investors than EQTIX (0.67). 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 : 17.21 vs. EQTIX (11.43). EQTIX return over 5 years is better than : 59.22 vs. SCNUX (50.19).
EQTIXSCNUXEQTIX / SCNUX
Total Expense Ratio0.671.1359%
Annual Report Gross Expense Ratio0.671.1558%
Fund Existence29 years18 years-
Gain YTD1.0400.900116%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B209M508%
Annual Yield % from dividends8.705.80150%
Returns for 1 year11.4317.2166%
Returns for 3 years46.8956.5583%
Returns for 5 years59.2250.19118%
Returns for 10 years41.4895.2144%
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