EQTIX
Price
$17.34
Change
+$0.06 (+0.35%)
Updated
Jul 25 closing price
Net Assets
963.14M
SCRUX
Price
$11.58
Change
+$0.04 (+0.35%)
Updated
Jul 25 closing price
Net Assets
196.88M
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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$17.34
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets963.14M
Invesco Income Advantage U.S. Fund R
Price$11.58
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets196.88M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Jul 27, 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 SCRUX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 963M vs. SCRUX (197M). EQTIX pays higher dividends than SCRUX: EQTIX (9.36) vs SCRUX (5.91). EQTIX was incepted earlier than SCRUX: EQTIX (29 years) vs SCRUX (19 years). SCRUX (1.40) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCRUX (54.00). EQTIX (1000) and SCRUX (1000) have matching initial minimum investment requirements. SCRUX annual gain was more profitable for investors over the last year : 16.30 vs. EQTIX (13.59). SCRUX (50.80) and EQTIX (49.64) have equivalent 5 years return.
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years19 years-
Gain YTD5.6798.52267%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets963M197M489%
Annual Yield % from dividends9.365.91158%
Returns for 1 year13.5916.3083%
Returns for 3 years44.4048.0093%
Returns for 5 years49.6450.8098%
Returns for 10 years17.5960.1929%
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