EQTIX
Price
$17.41
Change
-$0.06 (-0.34%)
Updated
Feb 3 closing price
Net Assets
1.07B
SLESX
Price
$12.29
Change
+$0.14 (+1.15%)
Updated
Feb 3 closing price
Net Assets
210.1M
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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$17.41
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets1.07B
Invesco Income Advantage U.S. Fund R6
Price$12.29
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets210.1M
EQTIX vs SLESX Comparison Chart in %
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EQTIX vs. SLESX commentary
Feb 04, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 1.08B vs. SLESX (210M). EQTIX pays higher dividends than SLESX: EQTIX (8.59) vs SLESX (6.15). EQTIX was incepted earlier than SLESX: EQTIX (29 years) vs SLESX (9 years). SLESX (0.79) is less costly to investors than EQTIX (0.64). EQTIX is a more actively managed with annual turnover of: 40.00 vs. SLESX (34.00). 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 : 15.57 vs. EQTIX (8.21). EQTIX return over 5 years is better than : 56.57 vs. SLESX (51.62).
EQTIXSLESXEQTIX / SLESX
Total Expense Ratio0.640.7783%
Annual Report Gross Expense Ratio0.640.7981%
Fund Existence29 years9 years-
Gain YTD0.5781.06954%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B210M512%
Annual Yield % from dividends8.596.15140%
Returns for 1 year8.2115.5753%
Returns for 3 years44.5556.0180%
Returns for 5 years56.5751.62110%
Returns for 10 years39.58N/A-
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