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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$15.40
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets11.42B
NYLI Epoch Global Equity Yield Inv Class
Price$23.81
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets770.36M
DODWX vs EPSIX Comparison Chart
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DODWX vs. EPSIX commentary
Jun 07, 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 DODWX is a Hold and EPSIX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. EPSIX (770M). EPSIX pays higher dividends than DODWX: EPSIX (1.97) vs DODWX (1.70). DODWX was incepted earlier than EPSIX: DODWX (17 years) vs EPSIX (16 years). EPSIX (1.18) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. EPSIX (18.00). DODWX (2500) and EPSIX (2500) have matching initial minimum investment requirements. EPSIX annual gain was more profitable for investors over the last year : 7.69 vs. DODWX (-2.06). EPSIX return over 5 years is better than : 58.58 vs. DODWX (43.81).
| DODWX | EPSIX | DODWX / EPSIX | |
| Total Expense Ratio | 0.62 | 1.17 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.18 | 53% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 12.327 | 9.331 | 132% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 770M | 1,481% |
| Annual Yield % from dividends | 1.70 | 1.97 | 87% |
| Returns for 1 year | -2.06 | 7.69 | -27% |
| Returns for 3 years | 9.01 | 27.51 | 33% |
| Returns for 5 years | 43.81 | 58.58 | 75% |
| Returns for 10 years | 36.72 | 41.98 | 87% |
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