Ad is loading...
DODWX vs EPSRX
DODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRX
Dodge & Cox Global Stock I
Price$13.68
Change-$2.35 (-14.66%)
VolumeN/A
CapitalizationN/A
NYLI Epoch Global Equity Yield Class R6
Price$21.49
Change-$0.57 (-2.58%)
VolumeN/A
CapitalizationN/A
DODWX vs EPSRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODWX vs. EPSRX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. EPSRX (750M). 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 : 11.19 vs. DODWX (-6.20). EPSRX return over 5 years is better than : 30.59 vs. DODWX (14.09).
| 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 | -6.639 | 9.900 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 750M | 1,547% |
| Annual Yield % from dividends | 1.53 | 2.75 | 56% |
| Returns for 1 year | -6.20 | 11.19 | -55% |
| Returns for 3 years | -7.75 | 21.01 | -37% |
| Returns for 5 years | 14.09 | 30.59 | 46% |
| Returns for 10 years | 24.62 | 31.06 | 79% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NOCT | 51.37 | -0.69 | -1.33% |
| Innovator Growth-100 Pwr Buff ETF™ Oct | |||
| FLSW | 32.06 | -0.88 | -2.68% |
| Franklin FTSE Switzerland ETF | |||
| NSCS | 28.60 | -1.11 | -3.74% |
| Nuveen Small Cap Select ETF | |||
| SLYG | 91.48 | -3.84 | -4.03% |
| SPDR® S&P 600 Small Cap Growth ETF | |||
| UWM | 42.32 | -3.95 | -8.54% |
| ProShares Ultra Russell2000 | |||