EQTIX
Price
$15.69
Change
-$0.70 (-4.27%)
Updated
Apr 3 closing price
Net Assets
873.46M
GSPQX
Price
$15.68
Change
-$0.77 (-4.68%)
Updated
Apr 3 closing price
Net Assets
3.41B
Ad is loading...

EQTIX vs GSPQX

Header iconEQTIX vs GSPQX Comparison
Open Charts EQTIX vs GSPQXBanner chart's image
Shelton Equity Income Investor
Price$15.69
Change-$0.70 (-4.27%)
VolumeN/A
Net Assets873.46M
Goldman Sachs US Eq Div and Premium C
Price$15.68
Change-$0.77 (-4.68%)
VolumeN/A
Net Assets3.41B
EQTIX vs GSPQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQTIX vs. GSPQX commentary
Apr 04, 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 GSPQX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
GSPQX has more cash in the bank: 3.41B vs. EQTIX (873M). EQTIX pays higher dividends than GSPQX: EQTIX (9.99) vs GSPQX (0.18). EQTIX was incepted earlier than GSPQX: EQTIX (29 years) vs GSPQX (20 years). GSPQX (1.87) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 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 : 6.55 vs. GSPQX (4.04). EQTIX (64.06) and GSPQX (62.45) have equivalent 5 years return.
EQTIXGSPQXEQTIX / GSPQX
Total Expense Ratio0.671.7538%
Annual Report Gross Expense Ratio0.671.8736%
Fund Existence29 years20 years-
Gain YTD-2.298-3.15873%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets873M3.41B26%
Annual Yield % from dividends9.990.185,606%
Returns for 1 year6.554.04162%
Returns for 3 years20.174.00505%
Returns for 5 years64.0662.45103%
Returns for 10 years8.4344.8819%
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 %
FFIDX88.46N/A
N/A
Fidelity
TRVRX17.15N/A
N/A
Nuveen Mid Cap Value Retire
ADOCX17.42N/A
N/A
Alger Dynamic Opportunities C
FIKEX49.53N/A
N/A
Fidelity Advisor Industrials Z
OVEAX14.47N/A
N/A
Sterling Capital Mid Value A