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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$14.19
Change-$0.45 (-3.07%)
VolumeN/A
Net Assets11.79B
NYLI Epoch Global Equity Yield Inv Class
Price$22.65
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets746.85M
DODWX vs EPSIX Comparison Chart
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DODWX vs. EPSIX commentary
Apr 04, 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 Buy and EPSIX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. EPSIX (747M). 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 : 5.62 vs. DODWX (-4.63). DODWX (85.57) and EPSIX (85.16) have equivalent 5 years return.
| 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 | 6.783 | 4.004 | 169% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 747M | 1,580% |
| Annual Yield % from dividends | 1.77 | 2.04 | 87% |
| Returns for 1 year | -4.63 | 5.62 | -82% |
| Returns for 3 years | 1.48 | 18.41 | 8% |
| Returns for 5 years | 85.57 | 85.16 | 100% |
| Returns for 10 years | 30.40 | 32.98 | 92% |
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