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DODWX vs EPSKX
DODWX vs EPSKX Comparison
Open Charts DODWX vs EPSKX
Dodge & Cox Global Stock I
Price$13.68
Change+$0.76 (+5.88%)
VolumeN/A
Net Assets11.59B
NYLI Epoch Global Equity Yield
Price$20.94
Change-$0.43 (-2.01%)
VolumeN/A
Net Assets711.9M
DODWX vs EPSKX Comparison Chart
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DODWX vs. EPSKX commentary
Apr 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 Hold and EPSKX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. EPSKX (712M). DODWX pays higher dividends than EPSKX: DODWX (1.77) vs EPSKX (1.41). DODWX was incepted earlier than EPSKX: DODWX (17 years) vs EPSKX (15 years). EPSKX (1.94) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 20.00 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 : -6.63 vs. DODWX (-16.47). EPSKX (45.68) and DODWX (45.24) have equivalent 5 years return.
| DODWX | EPSKX | DODWX / EPSKX | |
| Total Expense Ratio | 0.62 | 1.84 | 34% |
| Annual Report Gross Expense Ratio | 0.62 | 1.94 | 32% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | -5.762 | -7.379 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 712M | 1,629% |
| Annual Yield % from dividends | 1.77 | 1.41 | 125% |
| Returns for 1 year | -16.47 | -6.63 | 248% |
| Returns for 3 years | -9.65 | 3.77 | -256% |
| Returns for 5 years | 45.24 | 45.68 | 99% |
| Returns for 10 years | 12.39 | 13.02 | 95% |
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