EQTIX
Price
$17.83
Change
+$0.06 (+0.34%)
Updated
Dec 24 closing price
Net Assets
1.06B
SCRUX
Price
$12.21
Change
+$0.03 (+0.25%)
Updated
Dec 24 closing price
Net Assets
208.61M
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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$17.83
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.06B
Invesco Income Advantage U.S. Fund R
Price$12.21
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets208.61M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Dec 26, 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 Hold and SCRUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.06B vs. SCRUX (209M). EQTIX pays higher dividends than SCRUX: EQTIX (8.75) vs SCRUX (5.54). EQTIX was incepted earlier than SCRUX: EQTIX (29 years) vs SCRUX (20 years). SCRUX (1.40) is less costly to investors than EQTIX (0.67). 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 : 13.80 vs. EQTIX (9.30). EQTIX return over 5 years is better than : 63.65 vs. SCRUX (51.97).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years20 years-
Gain YTD11.10316.06769%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B209M506%
Annual Yield % from dividends8.755.54158%
Returns for 1 year9.3013.8067%
Returns for 3 years51.6359.5187%
Returns for 5 years63.6551.97122%
Returns for 10 years28.2376.0437%
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