EQTIX
Price
$17.26
Change
+$0.11 (+0.64%)
Updated
Jul 3 closing price
Net Assets
955.45M
SLESX
Price
$11.59
Change
+$0.07 (+0.61%)
Updated
Jul 3 closing price
Net Assets
194.85M
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EQTIX vs SLESX

Header iconEQTIX vs SLESX Comparison
Open Charts EQTIX vs SLESXBanner chart's image
Shelton Equity Income Investor
Price$17.26
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets955.45M
Invesco Income Advantage U.S. Fund R6
Price$11.59
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets194.85M
EQTIX vs SLESX Comparison Chart in %
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EQTIX vs. SLESX commentary
Jul 07, 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 SLESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 955M vs. SLESX (195M). EQTIX pays higher dividends than SLESX: EQTIX (9.36) vs SLESX (6.46). EQTIX was incepted earlier than SLESX: EQTIX (29 years) vs SLESX (8 years). SLESX (0.80) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SLESX (54.00). EQTIX has a lower initial minimum investment than SLESX: EQTIX (1000) vs SLESX (1000000). SLESX annual gain was more profitable for investors over the last year : 13.38 vs. EQTIX (11.80). SLESX return over 5 years is better than : 57.07 vs. EQTIX (51.80).
EQTIXSLESXEQTIX / SLESX
Total Expense Ratio0.670.7886%
Annual Report Gross Expense Ratio0.670.8084%
Fund Existence29 years8 years-
Gain YTD5.1918.21063%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets955M195M490%
Annual Yield % from dividends9.366.46145%
Returns for 1 year11.8013.3888%
Returns for 3 years45.7850.7090%
Returns for 5 years51.8057.0791%
Returns for 10 years17.05N/A-
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