EQTIX
Price
$17.57
Change
+$0.06 (+0.34%)
Updated
Aug 28 closing price
Net Assets
986.06M
GSPAX
Price
$18.32
Change
+$0.03 (+0.16%)
Updated
Aug 28 closing price
Net Assets
3.62B
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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$17.57
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets986.06M
Goldman Sachs US Eq Div and Premium A
Price$18.32
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets3.62B
EQTIX vs GSPAX Comparison Chart in %
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EQTIX vs. GSPAX commentary
Aug 29, 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 StrongBuy and GSPAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
GSPAX has more cash in the bank: 3.62B vs. EQTIX (986M). EQTIX pays higher dividends than GSPAX: EQTIX (9.33) vs GSPAX (0.87). 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 : 10.48 vs. GSPAX (7.99). EQTIX return over 5 years is better than : 46.19 vs. GSPAX (36.71).
EQTIXGSPAXEQTIX / GSPAX
Total Expense Ratio0.671.0166%
Annual Report Gross Expense Ratio0.671.1160%
Fund Existence29 years20 years-
Gain YTD6.7157.67687%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets986M3.62B27%
Annual Yield % from dividends9.330.871,070%
Returns for 1 year10.487.99131%
Returns for 3 years43.1731.66136%
Returns for 5 years46.1936.71126%
Returns for 10 years25.6178.8832%
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