EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
GSPAX
Price
$17.33
Change
+$0.13 (+0.76%)
Updated
Jan 17 closing price
Net Assets
3.58B
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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$17.51
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets852.4M
Goldman Sachs US Eq Div and Premium A
Price$17.33
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets3.58B
EQTIX vs GSPAX Comparison Chart
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EQTIX vs. GSPAX commentary
Jan 19, 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 Hold and GSPAX is a Hold.

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FUNDAMENTALS
Fundamentals
GSPAX has more cash in the bank: 3.58B vs. EQTIX (852M). 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 : 18.91 vs. GSPAX (16.60). EQTIX return over 5 years is better than : 37.14 vs. GSPAX (32.86).
EQTIXGSPAXEQTIX / GSPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD2.0401.523134%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets852M3.58B24%
Annual Yield % from dividends8.271.05791%
Returns for 1 year18.9116.60114%
Returns for 3 years25.6312.16211%
Returns for 5 years37.1432.86113%
Returns for 10 years15.2266.3723%
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