Ad is loading...
DODWX vs EPSRX
DODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRX
Dodge & Cox Global Stock I
Price$14.64
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.42B
NYLI Epoch Global Equity Yield Class R6
Price$22.27
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets749.97M
DODWX vs EPSRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODWX vs. EPSRX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. EPSRX (750M). EPSRX pays higher dividends than DODWX: EPSRX (2.50) vs DODWX (1.78). 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: 27.00 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 : 5.00 vs. DODWX (-6.13). EPSRX return over 5 years is better than : 66.67 vs. DODWX (58.65).
| 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 | 6.783 | 3.993 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 750M | 1,520% |
| Annual Yield % from dividends | 1.78 | 2.50 | 71% |
| Returns for 1 year | -6.13 | 5.00 | -123% |
| Returns for 3 years | 14.18 | 27.71 | 51% |
| Returns for 5 years | 58.65 | 66.67 | 88% |
| Returns for 10 years | 27.98 | 31.22 | 90% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers