EQTIX
Price
$17.43
Change
-$0.07 (-0.40%)
Updated
Oct 7 closing price
Net Assets
1.02B
GSPAX
Price
$18.70
Change
-$0.06 (-0.32%)
Updated
Oct 7 closing price
Net Assets
3.71B
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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$17.43
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets1.02B
Goldman Sachs US Eq Div and Premium A
Price$18.70
Change-$0.06 (-0.32%)
VolumeN/A
Net Assets3.71B
EQTIX vs GSPAX Comparison Chart in %
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EQTIX vs. GSPAX commentary
Oct 09, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
GSPAX has more cash in the bank: 3.71B vs. EQTIX (1.02B). EQTIX pays higher dividends than GSPAX: EQTIX (8.86) vs GSPAX (0.84). EQTIX was incepted earlier than GSPAX: EQTIX (29 years) vs GSPAX (20 years). GSPAX (1.11) 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 : 10.68 vs. GSPAX (8.78). EQTIX return over 5 years is better than : 49.16 vs. GSPAX (41.75).
EQTIXGSPAXEQTIX / GSPAX
Total Expense Ratio0.671.0166%
Annual Report Gross Expense Ratio0.671.1160%
Fund Existence29 years20 years-
Gain YTD9.04710.70085%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B3.71B27%
Annual Yield % from dividends8.860.841,052%
Returns for 1 year10.688.78122%
Returns for 3 years58.3849.10119%
Returns for 5 years49.1641.75118%
Returns for 10 years27.9080.1135%
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