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DODWX vs EPSYX
DODWX vs EPSYX Comparison
Open Charts DODWX vs EPSYX
Dodge & Cox Global Stock I
Price$13.80
Change+$0.09 (+0.66%)
VolumeN/A
Net Assets11.59B
NYLI Epoch Global Equity Yield
Price$21.53
Change+$0.15 (+0.70%)
VolumeN/A
Net Assets710.86M
DODWX vs EPSYX Comparison Chart
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DODWX vs. EPSYX commentary
Apr 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 StrongBuy and EPSYX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. EPSYX (711M). EPSYX pays higher dividends than DODWX: EPSYX (2.35) vs DODWX (1.77). DODWX was incepted earlier than EPSYX: DODWX (17 years) vs EPSYX (19 years). EPSYX (0.91) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 20.00 vs. EPSYX (18.00). DODWX has a lower initial minimum investment than EPSYX: DODWX (2500) vs EPSYX (1000000). EPSYX annual gain was more profitable for investors over the last year : 4.54 vs. DODWX (-6.94). EPSYX return over 5 years is better than : 60.04 vs. DODWX (54.80).
| DODWX | EPSYX | DODWX / EPSYX | |
| Total Expense Ratio | 0.62 | 0.84 | 74% |
| Annual Report Gross Expense Ratio | 0.62 | 0.91 | 68% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 0.656 | -1.012 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 711M | 1,632% |
| Annual Yield % from dividends | 1.77 | 2.35 | 75% |
| Returns for 1 year | -6.94 | 4.54 | -153% |
| Returns for 3 years | -2.45 | 14.79 | -17% |
| Returns for 5 years | 54.80 | 60.04 | 91% |
| Returns for 10 years | 20.83 | 26.54 | 78% |
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