DODWX
Price
$15.28
Change
+$0.02 (+0.13%)
Updated
Jun 5 closing price
Net Assets
11.42B
EPSRX
Price
$23.32
Change
+$0.02 (+0.09%)
Updated
Jun 5 closing price
Net Assets
769.9M
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DODWX vs EPSRX

Header iconDODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRXBanner chart's image
Dodge & Cox Global Stock I
Price$15.28
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.42B
NYLI Epoch Global Equity Yield Class R6
Price$23.32
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets769.9M
DODWX vs EPSRX Comparison Chart
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DODWX vs. EPSRX commentary
Jun 06, 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.

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FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. EPSRX (770M). EPSRX pays higher dividends than DODWX: EPSRX (2.40) vs DODWX (1.70). 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 : 7.39 vs. DODWX (-2.58). EPSRX return over 5 years is better than : 58.32 vs. DODWX (42.69).
DODWXEPSRXDODWX / EPSRX
Total Expense Ratio0.620.7484%
Annual Report Gross Expense Ratio0.620.7583%
Fund Existence17 years12 years-
Gain YTD11.4518.896129%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.4B770M1,481%
Annual Yield % from dividends1.702.4071%
Returns for 1 year-2.587.39-35%
Returns for 3 years9.0629.1831%
Returns for 5 years42.6958.3273%
Returns for 10 years35.2141.8984%
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