EQTIX
Price
$17.32
Change
+$0.08 (+0.46%)
Updated
Oct 17 closing price
Net Assets
1.01B
GSPKX
Price
$18.56
Change
+$0.10 (+0.54%)
Updated
Oct 17 closing price
Net Assets
3.68B
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EQTIX vs GSPKX

Header iconEQTIX vs GSPKX Comparison
Open Charts EQTIX vs GSPKXBanner 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 Prem Instl
Price$18.56
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets3.68B
EQTIX vs GSPKX Comparison Chart in %
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EQTIX vs. GSPKX commentary
Oct 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 Hold and GSPKX is a Hold.

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FUNDAMENTALS
Fundamentals
GSPKX has more cash in the bank: 3.68B vs. EQTIX (1.01B). EQTIX pays higher dividends than GSPKX: EQTIX (8.86) vs GSPKX (1.12). EQTIX was incepted earlier than GSPKX: EQTIX (29 years) vs GSPKX (20 years). GSPKX (0.75) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. GSPKX (23.00). EQTIX has a lower initial minimum investment than GSPKX: EQTIX (1000) vs GSPKX (1000000). EQTIX annual gain was more profitable for investors over the last year : 7.25 vs. GSPKX (6.08). EQTIX return over 5 years is better than : 46.66 vs. GSPKX (41.23).
EQTIXGSPKXEQTIX / GSPKX
Total Expense Ratio0.670.6997%
Annual Report Gross Expense Ratio0.670.7589%
Fund Existence29 years20 years-
Gain YTD7.92510.22278%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.01B3.68B27%
Annual Yield % from dividends8.861.12789%
Returns for 1 year7.256.08119%
Returns for 3 years53.5746.24116%
Returns for 5 years46.6641.23113%
Returns for 10 years25.6483.0631%
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