EQTIX
Price
$17.47
Change
-$0.45 (-2.51%)
Updated
Dec 18 closing price
GVIRX
Price
$16.95
Change
-$0.39 (-2.25%)
Updated
Dec 18 closing price
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EQTIX vs GVIRX

Header iconEQTIX vs GVIRX Comparison
Open Charts EQTIX vs GVIRXBanner 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 I
Price$16.95
Change-$0.39 (-2.25%)
VolumeN/A
CapitalizationN/A
EQTIX vs GVIRX Comparison Chart
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VS
EQTIX vs. GVIRX 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 GVIRX is a StrongBuy.

FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.61B vs. EQTIX (838M). EQTIX pays higher dividends than GVIRX: EQTIX (8.27) vs GVIRX (1.27). EQTIX was incepted earlier than GVIRX: EQTIX (28 years) vs GVIRX (14 years). EQTIX is a more actively managed with annual turnover of: 79.00 vs. GVIRX (30.00). GVIRX has a lower initial minimum investment than EQTIX: GVIRX (0) vs EQTIX (1000). EQTIX annual gain was more profitable for investors over the last year : 20.11 vs. GVIRX (17.99). EQTIX (38.94) and GVIRX (37.36) have equivalent 5 years return.
EQTIXGVIRXEQTIX / GVIRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years14 years-
Gain YTD19.58617.548112%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets838M3.61B23%
Annual Yield % from dividends8.271.27654%
Returns for 1 year20.1117.99112%
Returns for 3 years26.4212.79207%
Returns for 5 years38.9437.36104%
Returns for 10 years13.0368.2619%
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