EQTIX
Price
$17.71
Change
+$0.08 (+0.45%)
Updated
Jan 30 closing price
Net Assets
865.97M
GSPQX
Price
$17.41
Change
+$0.04 (+0.23%)
Updated
Jan 30 closing price
Net Assets
3.61B
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EQTIX vs GSPQX

Header iconEQTIX vs GSPQX Comparison
Open Charts EQTIX vs GSPQXBanner chart's image
Shelton Equity Income Investor
Price$17.71
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets865.97M
Goldman Sachs US Eq Div and Premium C
Price$17.41
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets3.61B
EQTIX vs GSPQX Comparison Chart
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EQTIX vs. GSPQX commentary
Jan 31, 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 GSPQX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
GSPQX has more cash in the bank: 3.61B vs. EQTIX (866M). EQTIX pays higher dividends than GSPQX: EQTIX (8.27) vs GSPQX (0.36). EQTIX was incepted earlier than GSPQX: EQTIX (28 years) vs GSPQX (19 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. GSPQX (30.00). EQTIX (1000) and GSPQX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 18.40 vs. GSPQX (15.50). EQTIX return over 5 years is better than : 42.93 vs. GSPQX (32.68).
EQTIXGSPQXEQTIX / GSPQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years19 years-
Gain YTD2.7392.176126%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets866M3.61B24%
Annual Yield % from dividends8.270.362,281%
Returns for 1 year18.4015.50119%
Returns for 3 years27.8311.40244%
Returns for 5 years42.9332.68131%
Returns for 10 years16.9557.2230%
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