EQTIX
Price
$17.36
Change
+$0.02 (+0.12%)
Updated
Aug 15 closing price
Net Assets
981.83M
GVIRX
Price
$18.16
Change
-$0.04 (-0.22%)
Updated
Aug 15 closing price
Net Assets
3.62B
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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$17.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets981.83M
Goldman Sachs US Eq Div and Premium I
Price$18.16
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets3.62B
EQTIX vs GVIRX Comparison Chart in %
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EQTIX vs. GVIRX 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 GVIRX is a Buy.

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FUNDAMENTALS
Fundamentals
GVIRX has more cash in the bank: 3.62B vs. EQTIX (982M). EQTIX pays higher dividends than GVIRX: EQTIX (9.33) vs GVIRX (1.10). 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 : 10.55 vs. GVIRX (8.63). EQTIX return over 5 years is better than : 47.06 vs. GVIRX (41.90).
EQTIXGVIRXEQTIX / GVIRX
Total Expense Ratio0.670.7688%
Annual Report Gross Expense Ratio0.670.8678%
Fund Existence29 years15 years-
Gain YTD5.8017.41178%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets982M3.62B27%
Annual Yield % from dividends9.331.10852%
Returns for 1 year10.558.63122%
Returns for 3 years35.1724.68143%
Returns for 5 years47.0641.90112%
Returns for 10 years17.0772.9223%
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