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DODWX vs EPSPX
DODWX vs EPSPX Comparison
Open Charts DODWX vs EPSPX
Dodge & Cox Global Stock I
Price$13.80
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets11.59B
NYLI Epoch Global Equity Yield
Price$21.59
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets710.86M
DODWX vs EPSPX Comparison Chart
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DODWX vs. EPSPX commentary
Apr 18, 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: 11.6B vs. EPSPX (711M). EPSPX pays higher dividends than DODWX: EPSPX (2.11) vs DODWX (1.77). DODWX was incepted earlier than EPSPX: DODWX (17 years) vs EPSPX (19 years). EPSPX (1.16) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 20.00 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 : 4.27 vs. DODWX (-6.94). EPSPX return over 5 years is better than : 58.44 vs. DODWX (54.80).
| DODWX | EPSPX | DODWX / EPSPX | |
| Total Expense Ratio | 0.62 | 1.09 | 57% |
| Annual Report Gross Expense Ratio | 0.62 | 1.16 | 53% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 0.656 | -1.116 | -59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 711M | 1,632% |
| Annual Yield % from dividends | 1.77 | 2.11 | 84% |
| Returns for 1 year | -6.94 | 4.27 | -163% |
| Returns for 3 years | -2.45 | 13.94 | -18% |
| Returns for 5 years | 54.80 | 58.44 | 94% |
| Returns for 10 years | 20.83 | 25.07 | 83% |
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