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DODWX vs EPSKX
DODWX vs EPSKX Comparison
Open Charts DODWX vs EPSKX
Dodge & Cox Global Stock I
Price$15.05
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.42B
NYLI Epoch Global Equity Yield
Price$23.06
Change-$0.08 (-0.35%)
VolumeN/A
Net Assets755.88M
DODWX vs EPSKX Comparison Chart
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DODWX vs. EPSKX commentary
May 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 StrongBuy and EPSKX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. EPSKX (756M). DODWX pays higher dividends than EPSKX: DODWX (1.78) vs EPSKX (1.42). DODWX was incepted earlier than EPSKX: DODWX (17 years) vs EPSKX (16 years). EPSKX (1.93) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. EPSKX (18.00). EPSKX has a lower initial minimum investment than DODWX: EPSKX (1000) vs DODWX (2500). EPSKX annual gain was more profitable for investors over the last year : 3.86 vs. DODWX (-4.82). EPSKX (65.45) and DODWX (63.94) have equivalent 5 years return.
| DODWX | EPSKX | DODWX / EPSKX | |
| Total Expense Ratio | 0.62 | 1.84 | 34% |
| Annual Report Gross Expense Ratio | 0.62 | 1.93 | 32% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 9.774 | 5.891 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 756M | 1,508% |
| Annual Yield % from dividends | 1.78 | 1.42 | 125% |
| Returns for 1 year | -4.82 | 3.86 | -125% |
| Returns for 3 years | 10.70 | 24.92 | 43% |
| Returns for 5 years | 63.94 | 65.45 | 98% |
| Returns for 10 years | 29.98 | 27.91 | 107% |
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