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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$14.07
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets11.04B
NYLI Epoch Global Equity Yield Inv Class
Price$22.46
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets747.01M
DODWX vs EPSIX Comparison Chart
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DODWX vs. EPSIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11B vs. EPSIX (747M). 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 : 10.57 vs. DODWX (-1.06). EPSIX return over 5 years is better than : 28.09 vs. DODWX (14.27).
| 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 | 2.626 | 2.230 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 747M | 1,473% |
| Annual Yield % from dividends | 1.53 | 2.30 | 67% |
| Returns for 1 year | -1.06 | 10.57 | -10% |
| Returns for 3 years | -3.37 | 15.88 | -21% |
| Returns for 5 years | 14.27 | 28.09 | 51% |
| Returns for 10 years | 30.26 | 29.98 | 101% |
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