EQTIX
Price
$17.41
Change
-$0.06 (-0.34%)
Updated
Feb 3 closing price
Net Assets
1.07B
SCRUX
Price
$12.17
Change
+$0.15 (+1.25%)
Updated
Feb 3 closing price
Net Assets
208.52M
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EQTIX vs SCRUX

Header iconEQTIX vs SCRUX Comparison
Open Charts EQTIX vs SCRUXBanner 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 R
Price$12.17
Change+$0.15 (+1.25%)
VolumeN/A
Net Assets208.52M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX 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 SCRUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.08B vs. SCRUX (209M). EQTIX pays higher dividends than SCRUX: EQTIX (8.59) vs SCRUX (5.61). EQTIX was incepted earlier than SCRUX: EQTIX (29 years) vs SCRUX (20 years). SCRUX (1.38) is less costly to investors than EQTIX (0.64). EQTIX is a more actively managed with annual turnover of: 40.00 vs. SCRUX (34.00). EQTIX (1000) and SCRUX (1000) have matching initial minimum investment requirements. SCRUX annual gain was more profitable for investors over the last year : 13.73 vs. EQTIX (8.21). EQTIX return over 5 years is better than : 56.57 vs. SCRUX (47.35).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.641.3647%
Annual Report Gross Expense Ratio0.641.3846%
Fund Existence29 years20 years-
Gain YTD0.5781.02556%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B209M514%
Annual Yield % from dividends8.595.61153%
Returns for 1 year8.2113.7360%
Returns for 3 years44.5553.5183%
Returns for 5 years56.5747.35119%
Returns for 10 years39.5887.8645%
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