EQTIX
Price
$17.68
Change
+$0.04 (+0.23%)
Updated
Sep 17 closing price
Net Assets
1B
GVIRX
Price
$18.53
Change
-$0.00 (-0.00%)
Updated
Sep 17 closing price
Net Assets
3.69B
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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$17.68
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1B
Goldman Sachs US Eq Div and Premium I
Price$18.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.69B
EQTIX vs GVIRX Comparison Chart in %
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EQTIX vs. GVIRX commentary
Sep 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 StrongBuy and GVIRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.69B vs. EQTIX (1B). EQTIX pays higher dividends than GVIRX: EQTIX (9.14) vs GVIRX (1.08). 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 : 10.35 vs. GVIRX (8.92). EQTIX return over 5 years is better than : 51.06 vs. GVIRX (46.29).
EQTIXGVIRXEQTIX / GVIRX
Total Expense Ratio0.670.7688%
Annual Report Gross Expense Ratio0.670.8678%
Fund Existence29 years15 years-
Gain YTD7.5079.59978%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1B3.69B27%
Annual Yield % from dividends9.141.08849%
Returns for 1 year10.358.92116%
Returns for 3 years49.1939.33125%
Returns for 5 years51.0646.29110%
Returns for 10 years28.0686.9532%
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