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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$16.03
Change-$0.12 (-0.74%)
VolumeN/A
CapitalizationN/A
NYLI Epoch Global Equity Yield Inv Class
Price$22.41
Change-$0.13 (-0.58%)
VolumeN/A
CapitalizationN/A
DODWX vs EPSIX Comparison Chart
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DODWX vs. EPSIX commentary
Dec 19, 2024
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 (754M). 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 : 10.86 vs. DODWX (8.97). DODWX (31.61) and EPSIX (30.23) have equivalent 5 years return.
| 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 | 7.440 | 9.585 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 754M | 1,538% |
| Annual Yield % from dividends | 1.53 | 2.30 | 67% |
| Returns for 1 year | 8.97 | 10.86 | 83% |
| Returns for 3 years | 6.16 | 19.64 | 31% |
| Returns for 5 years | 31.61 | 30.23 | 105% |
| Returns for 10 years | 43.42 | 30.22 | 144% |
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