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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$14.69
Change-$0.12 (-0.81%)
VolumeN/A
Net Assets11.58B
NYLI Epoch Global Equity Yield Inv Class
Price$23.26
Change-$0.17 (-0.73%)
VolumeN/A
Net Assets765.4M
DODWX vs EPSIX Comparison Chart
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DODWX vs. EPSIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. EPSIX (765M). EPSIX pays higher dividends than DODWX: EPSIX (2.30) vs DODWX (1.53). DODWX was incepted earlier than EPSIX: DODWX (17 years) vs EPSIX (15 years). DODWX (2500) and EPSIX (2500) have matching initial minimum investment requirements. EPSIX annual gain was more profitable for investors over the last year : 10.78 vs. DODWX (-0.55). EPSIX return over 5 years is better than : 34.88 vs. DODWX (21.84).
| DODWX | EPSIX | DODWX / EPSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 7.148 | 5.872 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 765M | 1,516% |
| Annual Yield % from dividends | 1.53 | 2.30 | 67% |
| Returns for 1 year | -0.55 | 10.78 | -5% |
| Returns for 3 years | 4.70 | 24.80 | 19% |
| Returns for 5 years | 21.84 | 34.88 | 63% |
| Returns for 10 years | 30.20 | 30.43 | 99% |
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