EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
GSPAX
Price
$18.21
Change
-$0.04 (-0.22%)
Updated
Aug 15 closing price
Net Assets
3.62B
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EQTIX vs GSPAX

Header iconEQTIX vs GSPAX Comparison
Open Charts EQTIX vs GSPAXBanner chart's image
Shelton Equity Income Investor
Price$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
Goldman Sachs US Eq Div and Premium A
Price$18.21
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.62B
EQTIX vs GSPAX Comparison Chart in %
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EQTIX vs. GSPAX commentary
Aug 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 GSPAX is a Buy.

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FUNDAMENTALS
Fundamentals
GSPAX has more cash in the bank: 3.62B vs. EQTIX (982M). EQTIX pays higher dividends than GSPAX: EQTIX (9.33) vs GSPAX (0.87). EQTIX was incepted earlier than GSPAX: EQTIX (29 years) vs GSPAX (20 years). GSPAX (1.11) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. GSPAX (23.00). EQTIX (1000) and GSPAX (1000) have matching initial minimum investment requirements. EQTIX annual gain was more profitable for investors over the last year : 10.55 vs. GSPAX (8.34). EQTIX return over 5 years is better than : 47.06 vs. GSPAX (40.40).
EQTIXGSPAXEQTIX / GSPAX
Total Expense Ratio0.671.0166%
Annual Report Gross Expense Ratio0.671.1160%
Fund Existence29 years20 years-
Gain YTD5.8017.20581%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets982M3.62B27%
Annual Yield % from dividends9.330.871,070%
Returns for 1 year10.558.34126%
Returns for 3 years35.1723.76148%
Returns for 5 years47.0640.40116%
Returns for 10 years17.0768.5425%
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