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DODWX vs EPSPX
DODWX vs EPSPX Comparison
Open Charts DODWX vs EPSPX
Dodge & Cox Global Stock I
Price$14.71
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.42B
NYLI Epoch Global Equity Yield
Price$22.70
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets738.14M
DODWX vs EPSPX Comparison Chart
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DODWX vs. EPSPX commentary
May 12, 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 EPSPX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. EPSPX (738M). EPSPX pays higher dividends than DODWX: EPSPX (2.12) vs DODWX (1.78). DODWX was incepted earlier than EPSPX: DODWX (17 years) vs EPSPX (19 years). EPSPX (1.14) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. EPSPX (18.00). DODWX has a lower initial minimum investment than EPSPX: DODWX (2500) vs EPSPX (15000). EPSPX annual gain was more profitable for investors over the last year : 4.26 vs. DODWX (-6.09). EPSPX return over 5 years is better than : 66.80 vs. DODWX (59.41).
| DODWX | EPSPX | DODWX / EPSPX | |
| Total Expense Ratio | 0.62 | 1.09 | 57% |
| Annual Report Gross Expense Ratio | 0.62 | 1.14 | 54% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 7.294 | 3.968 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 738M | 1,545% |
| Annual Yield % from dividends | 1.78 | 2.12 | 84% |
| Returns for 1 year | -6.09 | 4.26 | -143% |
| Returns for 3 years | 14.04 | 26.81 | 52% |
| Returns for 5 years | 59.41 | 66.80 | 89% |
| Returns for 10 years | 28.90 | 31.37 | 92% |
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