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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$14.23
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets11.59B
NYLI Epoch Global Equity Yield Inv Class
Price$22.14
Change+$0.34 (+1.56%)
VolumeN/A
Net Assets722.78M
DODWX vs EPSIX Comparison Chart
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DODWX vs. EPSIX commentary
Apr 25, 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 StrongBuy and EPSIX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. EPSIX (723M). EPSIX pays higher dividends than DODWX: EPSIX (2.04) vs DODWX (1.77). DODWX was incepted earlier than EPSIX: DODWX (17 years) vs EPSIX (15 years). EPSIX (1.19) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 20.00 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 : 4.63 vs. DODWX (-7.50). EPSIX return over 5 years is better than : 65.08 vs. DODWX (59.76).
| DODWX | EPSIX | DODWX / EPSIX | |
| Total Expense Ratio | 0.62 | 1.19 | 52% |
| Annual Report Gross Expense Ratio | 0.62 | 1.19 | 52% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 2.772 | 1.662 | 167% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 723M | 1,604% |
| Annual Yield % from dividends | 1.77 | 2.04 | 87% |
| Returns for 1 year | -7.50 | 4.63 | -162% |
| Returns for 3 years | 3.20 | 18.33 | 17% |
| Returns for 5 years | 59.76 | 65.08 | 92% |
| Returns for 10 years | 21.59 | 26.43 | 82% |
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