EQTIX
Price
$16.45
Change
+$0.22 (+1.36%)
Updated
May 2 closing price
Net Assets
855.45M
GSPAX
Price
$16.44
Change
+$0.22 (+1.36%)
Updated
May 2 closing price
Net Assets
3.29B
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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$16.45
Change+$0.22 (+1.36%)
VolumeN/A
Net Assets855.45M
Goldman Sachs US Eq Div and Premium A
Price$16.44
Change+$0.22 (+1.36%)
VolumeN/A
Net Assets3.29B
EQTIX vs GSPAX Comparison Chart
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EQTIX vs. GSPAX commentary
May 03, 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 GSPAX is a Buy.

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FUNDAMENTALS
Fundamentals
GSPAX has more cash in the bank: 3.29B vs. EQTIX (855M). EQTIX pays higher dividends than GSPAX: EQTIX (10.01) vs GSPAX (0.96). EQTIX was incepted earlier than GSPAX: EQTIX (29 years) vs GSPAX (20 years). GSPAX (1.12) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. GSPAX (23.00). EQTIX (1000) and GSPAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 8.66 vs. GSPAX (5.06). EQTIX return over 5 years is better than : 49.68 vs. GSPAX (45.22).
EQTIXGSPAXEQTIX / GSPAX
Total Expense Ratio0.671.0067%
Annual Report Gross Expense Ratio0.671.1260%
Fund Existence29 years20 years-
Gain YTD-3.251-4.73869%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets855M3.29B26%
Annual Yield % from dividends10.010.961,039%
Returns for 1 year8.665.06171%
Returns for 3 years26.7713.36200%
Returns for 5 years49.6845.22110%
Returns for 10 years6.2250.5212%
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