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EQTIX vs GVIRX
EQTIX vs GVIRX Comparison Chart in %
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EQTIX vs. GVIRX commentary
Aug 28, 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 GVIRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.62B vs. EQTIX (986M). EQTIX pays higher dividends than GVIRX: EQTIX (9.33) vs GVIRX (1.10). EQTIX was incepted earlier than GVIRX: EQTIX (29 years) vs GVIRX (15 years). GVIRX (0.86) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. GVIRX (23.00). 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 : 9.60 vs. GVIRX (7.30). EQTIX return over 5 years is better than : 45.99 vs. GVIRX (38.26).
| EQTIX | GVIRX | EQTIX / GVIRX | |
| Total Expense Ratio | 0.67 | 0.76 | 88% |
| Annual Report Gross Expense Ratio | 0.67 | 0.86 | 78% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 6.166 | 7.352 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 986M | 3.62B | 27% |
| Annual Yield % from dividends | 9.33 | 1.10 | 852% |
| Returns for 1 year | 9.60 | 7.30 | 131% |
| Returns for 3 years | 41.73 | 30.99 | 135% |
| Returns for 5 years | 45.99 | 38.26 | 120% |
| Returns for 10 years | 24.18 | 81.21 | 30% |
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