EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
SCRUX
Price
$11.70
Change
-$0.01 (-0.09%)
Updated
Aug 15 closing price
Net Assets
198.63M
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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$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
Invesco Income Advantage U.S. Fund R
Price$11.70
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets198.63M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Aug 17, 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: 982M vs. SCRUX (199M). EQTIX pays higher dividends than SCRUX: EQTIX (9.33) vs SCRUX (5.83). 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 : 15.24 vs. EQTIX (10.55). SCRUX (47.54) and EQTIX (47.06) have equivalent 5 years return.
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years19 years-
Gain YTD5.8019.64760%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets982M199M493%
Annual Yield % from dividends9.335.83160%
Returns for 1 year10.5515.2469%
Returns for 3 years35.1741.0486%
Returns for 5 years47.0647.5499%
Returns for 10 years17.0758.7429%
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