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DODWX vs EPSRX
DODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRX
Dodge & Cox Global Stock I
Price$14.54
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets11.04B
NYLI Epoch Global Equity Yield Class R6
Price$22.51
Change+$0.22 (+0.99%)
VolumeN/A
Net Assets748.84M
DODWX vs EPSRX Comparison Chart
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DODWX vs. EPSRX commentary
Jan 31, 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 EPSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11B vs. EPSRX (749M). EPSRX pays higher dividends than DODWX: EPSRX (2.75) vs DODWX (1.53). DODWX was incepted earlier than EPSRX: DODWX (17 years) vs EPSRX (12 years). EPSRX has a lower initial minimum investment than DODWX: EPSRX (0) vs DODWX (2500). EPSRX annual gain was more profitable for investors over the last year : 11.76 vs. DODWX (0.92). EPSRX return over 5 years is better than : 34.89 vs. DODWX (25.85).
| DODWX | EPSRX | DODWX / EPSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 6.054 | 4.068 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 749M | 1,469% |
| Annual Yield % from dividends | 1.53 | 2.75 | 56% |
| Returns for 1 year | 0.92 | 11.76 | 8% |
| Returns for 3 years | 1.40 | 21.22 | 7% |
| Returns for 5 years | 25.85 | 34.89 | 74% |
| Returns for 10 years | 35.08 | 31.91 | 110% |
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