EQTIX
Price
$17.51
Change
+$0.10 (+0.57%)
Updated
Jan 17 closing price
Net Assets
852.4M
GVIRX
Price
$17.28
Change
+$0.13 (+0.76%)
Updated
Jan 17 closing price
Net Assets
3.58B
Ad is loading...

EQTIX vs GVIRX

Header iconEQTIX vs GVIRX Comparison
Open Charts EQTIX vs GVIRXBanner 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 I
Price$17.28
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets3.58B
EQTIX vs GVIRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
EQTIX vs. GVIRX 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 GVIRX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.58B vs. EQTIX (852M). 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 : 18.91 vs. GVIRX (16.86). EQTIX return over 5 years is better than : 37.14 vs. GVIRX (34.10).
EQTIXGVIRXEQTIX / GVIRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years14 years-
Gain YTD2.0401.587128%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets852M3.58B24%
Annual Yield % from dividends8.271.27654%
Returns for 1 year18.9116.86112%
Returns for 3 years25.6312.97198%
Returns for 5 years37.1434.10109%
Returns for 10 years15.2270.4922%
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 %
BIAWX55.820.69
+1.25%
Brown Advisory Sustainable Growth Inv
BPGIX23.290.15
+0.65%
Boston Partners Global Equity Instl
RGECX9.870.06
+0.61%
Russell Inv Global Equity C
DCUIX14.230.08
+0.57%
DWS CROCI US Inst
MECZX45.910.25
+0.55%
AMG GW&K International Small Cap Z