EQTIX
Price
$15.43
Change
-$0.24 (-1.53%)
Updated
Apr 16 closing price
Net Assets
820.29M
GVIRX
Price
$15.30
Change
-$0.36 (-2.30%)
Updated
Apr 16 closing price
Net Assets
3.2B
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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$15.43
Change-$0.24 (-1.53%)
VolumeN/A
Net Assets820.29M
Goldman Sachs US Eq Div and Premium I
Price$15.30
Change-$0.36 (-2.30%)
VolumeN/A
Net Assets3.2B
EQTIX vs GVIRX Comparison Chart
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EQTIX vs. GVIRX commentary
Apr 18, 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 Buy and GVIRX is a Buy.

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FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.2B vs. EQTIX (820M). EQTIX pays higher dividends than GVIRX: EQTIX (9.99) vs GVIRX (1.19). EQTIX was incepted earlier than GVIRX: EQTIX (29 years) vs GVIRX (15 years). GVIRX (0.87) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 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 : 4.46 vs. GVIRX (2.34). EQTIX return over 5 years is better than : 42.75 vs. GVIRX (40.49).
EQTIXGVIRXEQTIX / GVIRX
Total Expense Ratio0.670.7589%
Annual Report Gross Expense Ratio0.670.8777%
Fund Existence29 years15 years-
Gain YTD-6.590-7.65186%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets820M3.2B26%
Annual Yield % from dividends9.991.19838%
Returns for 1 year4.462.34191%
Returns for 3 years16.735.78289%
Returns for 5 years42.7540.49106%
Returns for 10 years3.2149.936%
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