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DODWX vs EPSRX
DODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRX
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.
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).
| 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 | 11.451 | 8.896 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 770M | 1,481% |
| Annual Yield % from dividends | 1.70 | 2.40 | 71% |
| Returns for 1 year | -2.58 | 7.39 | -35% |
| Returns for 3 years | 9.06 | 29.18 | 31% |
| Returns for 5 years | 42.69 | 58.32 | 73% |
| Returns for 10 years | 35.21 | 41.89 | 84% |
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