EQTIX
Price
$17.60
Change
+$0.08 (+0.46%)
Updated
Dec 3 closing price
Net Assets
1.04B
SCRUX
Price
$12.13
Change
+$0.02 (+0.17%)
Updated
Dec 3 closing price
Net Assets
207.56M
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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$17.60
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.04B
Invesco Income Advantage U.S. Fund R
Price$12.13
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets207.56M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Dec 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.04B vs. SCRUX (208M). 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: 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 : 11.67 vs. EQTIX (5.92). EQTIX return over 5 years is better than : 62.99 vs. SCRUX (54.06).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years20 years-
Gain YTD9.42114.83164%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.04B208M498%
Annual Yield % from dividends8.755.54158%
Returns for 1 year5.9211.6751%
Returns for 3 years45.0052.4986%
Returns for 5 years62.9954.06117%
Returns for 10 years25.5672.8935%
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