EQTIX
Price
$17.62
Change
+$0.06 (+0.34%)
Updated
Nov 12 closing price
Net Assets
1.03B
SCRUX
Price
$12.16
Change
+$0.01 (+0.08%)
Updated
Nov 12 closing price
Net Assets
207.24M
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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$17.62
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets1.03B
Invesco Income Advantage U.S. Fund R
Price$12.16
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets207.24M
EQTIX vs SCRUX Comparison Chart in %
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EQTIX vs. SCRUX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.03B vs. SCRUX (207M). EQTIX pays higher dividends than SCRUX: EQTIX (8.78) vs SCRUX (5.52). 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 : 13.68 vs. EQTIX (7.71). SCRUX return over 5 years is better than : 56.62 vs. EQTIX (45.19).
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years20 years-
Gain YTD9.79515.59263%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B207M497%
Annual Yield % from dividends8.785.52159%
Returns for 1 year7.7113.6856%
Returns for 3 years46.3356.8082%
Returns for 5 years45.1956.6280%
Returns for 10 years28.2278.9336%
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