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EQTIX
Price
$17.66
Change
-$0.18 (-1.01%)
Updated
Nov 15 closing price
GSPAX
Price
$17.89
Change
-$0.19 (-1.05%)
Updated
Nov 15 closing price
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EQTIX vs GSPAX

Header iconEQTIX vs GSPAX Comparison
Open Charts EQTIX vs GSPAXBanner chart's image
Shelton Equity Income Investor
Price$17.66
Change-$0.18 (-1.01%)
VolumeN/A
CapitalizationN/A
Goldman Sachs US Eq Div and Premium A
Price$17.89
Change-$0.19 (-1.05%)
VolumeN/A
CapitalizationN/A
EQTIX vs GSPAX Comparison Chart
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EQTIX vs. GSPAX commentary
Nov 18, 2024

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 GSPAX is a Buy.

FUNDAMENTALS
Fundamentals
GSPAX has more cash in the bank: 3.57B vs. EQTIX (806M). EQTIX pays higher dividends than GSPAX: EQTIX (8.27) vs GSPAX (1.05). EQTIX was incepted earlier than GSPAX: EQTIX (28 years) vs GSPAX (19 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. GSPAX (30.00). EQTIX (1000) and GSPAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 21.65 vs. GSPAX (19.99). GSPAX return over 5 years is better than : 35.93 vs. EQTIX (30.53).
EQTIXGSPAXEQTIX / GSPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD17.85120.65886%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets806M3.57B23%
Annual Yield % from dividends8.271.05791%
Returns for 1 year21.6519.99108%
Returns for 3 years19.278.84218%
Returns for 5 years30.5335.9385%
Returns for 10 years13.5363.1021%
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