DODWX
Price
$15.75
Change
+$0.13 (+0.83%)
Updated
Jun 27 closing price
Net Assets
11.81B
EPSRX
Price
$23.89
Change
+$0.07 (+0.29%)
Updated
Jun 27 closing price
Net Assets
786.44M
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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$15.75
Change+$0.13 (+0.83%)
VolumeN/A
Net Assets11.81B
NYLI Epoch Global Equity Yield Class R6
Price$23.89
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets786.44M
DODWX vs EPSRX Comparison Chart in %
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DODWX vs. EPSRX commentary
Jun 28, 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 Buy and EPSRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. EPSRX (786M). 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 : 9.96 vs. DODWX (1.95). EPSRX return over 5 years is better than : 74.30 vs. DODWX (60.91).
DODWXEPSRXDODWX / EPSRX
Total Expense Ratio0.620.7484%
Annual Report Gross Expense Ratio0.620.7583%
Fund Existence17 years12 years-
Gain YTD14.88011.558129%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.8B786M1,501%
Annual Yield % from dividends1.702.4071%
Returns for 1 year1.959.9620%
Returns for 3 years19.7740.7748%
Returns for 5 years60.9174.3082%
Returns for 10 years40.7549.7182%
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