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DODWX vs EPSRX
DODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRX
Dodge & Cox Global Stock I
Price$15.75
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets12.21B
NYLI Epoch Global Equity Yield Class R6
Price$24.04
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets793.15M
DODWX vs EPSRX Comparison Chart in %
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DODWX vs. EPSRX commentary
Jul 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 Hold and EPSRX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.2B vs. EPSRX (793M). EPSRX pays higher dividends than DODWX: EPSRX (2.23) vs DODWX (1.65). 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 : 6.87 vs. DODWX (-2.17). EPSRX return over 5 years is better than : 68.45 vs. DODWX (50.28).
| 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 | 14.369 | 13.155 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 793M | 1,538% |
| Annual Yield % from dividends | 1.65 | 2.23 | 74% |
| Returns for 1 year | -2.17 | 6.87 | -32% |
| Returns for 3 years | 23.97 | 44.90 | 53% |
| Returns for 5 years | 50.28 | 68.45 | 73% |
| Returns for 10 years | 38.30 | 47.90 | 80% |
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