EQTIX
Price
$17.03
Change
-$0.14 (-0.82%)
Updated
Jun 13 closing price
Net Assets
910.44M
SCRUX
Price
$11.13
Change
-$0.09 (-0.80%)
Updated
Jun 13 closing price
Net Assets
188.33M
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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$17.03
Change-$0.14 (-0.82%)
VolumeN/A
Net Assets910.44M
Invesco Income Advantage U.S. Fund R
Price$11.13
Change-$0.09 (-0.80%)
VolumeN/A
Net Assets188.33M
EQTIX vs SCRUX Comparison Chart
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EQTIX vs. SCRUX commentary
Jun 16, 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: 910M vs. SCRUX (188M). EQTIX pays higher dividends than SCRUX: EQTIX (9.61) vs SCRUX (6.11). 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 (9.88) and EQTIX (9.42) have marching annual gain over last year. SCRUX (49.32) and EQTIX (48.80) have equivalent 5 years return.
EQTIXSCRUXEQTIX / SCRUX
Total Expense Ratio0.671.3849%
Annual Report Gross Expense Ratio0.671.4048%
Fund Existence29 years19 years-
Gain YTD1.5183.28646%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets910M188M484%
Annual Yield % from dividends9.616.11157%
Returns for 1 year9.429.8895%
Returns for 3 years43.7046.8393%
Returns for 5 years48.8049.3299%
Returns for 10 years10.5645.7023%
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