Interact to see
Advertisement
Advertisement
DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$15.86
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets12.21B
NYLI Epoch Global Equity Yield Inv Class
Price$24.55
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets799.37M
DODWX vs EPSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODWX vs. EPSIX commentary
Jul 11, 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: 12.2B vs. EPSIX (799M). EPSIX pays higher dividends than DODWX: EPSIX (1.81) vs DODWX (1.65). DODWX was incepted earlier than EPSIX: DODWX (17 years) vs EPSIX (16 years). EPSIX (1.18) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 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 : 10.01 vs. DODWX (1.76). EPSIX return over 5 years is better than : 73.08 vs. DODWX (54.97).
| DODWX | EPSIX | DODWX / EPSIX | |
| Total Expense Ratio | 0.62 | 1.17 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.18 | 53% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 15.682 | 13.175 | 119% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 799M | 1,527% |
| Annual Yield % from dividends | 1.65 | 1.81 | 91% |
| Returns for 1 year | 1.76 | 10.01 | 18% |
| Returns for 3 years | 22.22 | 41.87 | 53% |
| Returns for 5 years | 54.97 | 73.08 | 75% |
| Returns for 10 years | 42.68 | 48.43 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TECL | 98.26 | 1.72 | +1.78% |
| Direxion Daily Technology Bull 3X ETF | |||
| GLOF | 48.64 | 0.36 | +0.75% |
| iShares Global Equity Factor ETF | |||
| HFND | 22.29 | 0.07 | +0.30% |
| Unlimited HFND Multi-Strgy Ret Trckr ETF | |||
| PMJA | 25.75 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - January | |||
| USDX | 25.62 | -0.04 | -0.16% |
| SGI Enhanced Core ETF | |||