EQTIX
Price
$17.54
Change
-$0.02 (-0.11%)
Updated
Sep 5 closing price
Net Assets
990.53M
GVIRX
Price
$18.24
Change
-$0.04 (-0.22%)
Updated
Sep 5 closing price
Net Assets
3.63B
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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$17.54
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets990.53M
Goldman Sachs US Eq Div and Premium I
Price$18.24
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.63B
EQTIX vs GVIRX Comparison Chart in %
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EQTIX vs. GVIRX commentary
Sep 08, 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: 3.63B vs. EQTIX (991M). 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 : 12.09 vs. GVIRX (9.63). EQTIX return over 5 years is better than : 48.42 vs. GVIRX (40.76).
EQTIXGVIRXEQTIX / GVIRX
Total Expense Ratio0.670.7688%
Annual Report Gross Expense Ratio0.670.8678%
Fund Existence29 years15 years-
Gain YTD6.8987.88487%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets991M3.63B27%
Annual Yield % from dividends9.141.08849%
Returns for 1 year12.099.63126%
Returns for 3 years47.1036.46129%
Returns for 5 years48.4240.76119%
Returns for 10 years26.3283.3832%
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