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DODWX vs EPSRX
DODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRX
Dodge & Cox Global Stock I
Price$13.67
Change+$0.25 (+1.86%)
VolumeN/A
Net Assets11.59B
NYLI Epoch Global Equity Yield Class R6
Price$21.00
Change+$0.35 (+1.69%)
VolumeN/A
Net Assets697.33M
DODWX vs EPSRX Comparison Chart
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DODWX vs. EPSRX commentary
Apr 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 Hold and EPSRX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. EPSRX (697M). EPSRX pays higher dividends than DODWX: EPSRX (2.48) vs DODWX (1.77). DODWX was incepted earlier than EPSRX: DODWX (17 years) vs EPSRX (12 years). EPSRX (0.75) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 20.00 vs. EPSRX (18.00). 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 : 0.82 vs. DODWX (-12.24). EPSRX return over 5 years is better than : 58.95 vs. DODWX (50.86).
| DODWX | EPSRX | DODWX / EPSRX | |
| Total Expense Ratio | 0.62 | 0.74 | 84% |
| Annual Report Gross Expense Ratio | 0.62 | 0.75 | 83% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | -2.115 | -1.937 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 697M | 1,664% |
| Annual Yield % from dividends | 1.77 | 2.48 | 71% |
| Returns for 1 year | -12.24 | 0.82 | -1,495% |
| Returns for 3 years | -4.81 | 14.24 | -34% |
| Returns for 5 years | 50.86 | 58.95 | 86% |
| Returns for 10 years | 17.22 | 24.49 | 70% |
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