EQTIX
Price
$17.32
Change
+$0.08 (+0.46%)
Updated
Oct 17 closing price
Net Assets
1.01B
GVIRX
Price
$18.58
Change
+$0.11 (+0.60%)
Updated
Oct 17 closing price
Net Assets
3.68B
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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$17.32
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets1.01B
Goldman Sachs US Eq Div and Premium I
Price$18.58
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets3.68B
EQTIX vs GVIRX Comparison Chart in %
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EQTIX vs. GVIRX commentary
Oct 20, 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.

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FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.68B vs. EQTIX (1.01B). EQTIX pays higher dividends than GVIRX: EQTIX (8.86) vs GVIRX (1.06). 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 : 7.25 vs. GVIRX (6.00). EQTIX return over 5 years is better than : 46.66 vs. GVIRX (40.74).
EQTIXGVIRXEQTIX / GVIRX
Total Expense Ratio0.670.7688%
Annual Report Gross Expense Ratio0.670.8678%
Fund Existence29 years15 years-
Gain YTD7.92510.22078%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B3.68B27%
Annual Yield % from dividends8.861.06835%
Returns for 1 year7.256.00121%
Returns for 3 years53.5745.97117%
Returns for 5 years46.6640.74115%
Returns for 10 years25.6482.5531%
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