EQTIX
Price
$17.47
Change
-$0.45 (-2.51%)
Updated
Dec 18 closing price
GSPAX
Price
$16.99
Change
-$0.40 (-2.30%)
Updated
Dec 18 closing price
Ad is loading...

EQTIX vs GSPAX

Header iconEQTIX vs GSPAX Comparison
Open Charts EQTIX vs GSPAXBanner chart's image
Shelton Equity Income Investor
Price$17.47
Change-$0.45 (-2.51%)
VolumeN/A
CapitalizationN/A
Goldman Sachs US Eq Div and Premium A
Price$16.99
Change-$0.40 (-2.30%)
VolumeN/A
CapitalizationN/A
EQTIX vs GSPAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQTIX vs. GSPAX commentary
Dec 19, 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 StrongBuy and GSPAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
GSPAX has more cash in the bank: 3.61B vs. EQTIX (838M). 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 : 20.11 vs. GSPAX (17.81). EQTIX return over 5 years is better than : 38.94 vs. GSPAX (36.18).
EQTIXGSPAXEQTIX / GSPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD19.58617.286113%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets838M3.61B23%
Annual Yield % from dividends8.271.05791%
Returns for 1 year20.1117.81113%
Returns for 3 years26.4212.05219%
Returns for 5 years38.9436.18108%
Returns for 10 years13.0364.3120%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MICYX8.39N/A
N/A
Victory Trivalent Intl Fd-Core Eq Y
ATVPX18.55N/A
N/A
Alger 35 Z
RIVLX16.81-0.03
-0.18%
American Funds International Vntg R-5
RTLAX85.98-0.43
-0.50%
Russell Inv Tax-Managed US Large Cap A
ACGGX12.43-0.07
-0.56%
American Century Global Gold A