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DODWX vs EPSYX
DODWX vs EPSYX Comparison
Open Charts DODWX vs EPSYX
Dodge & Cox Global Stock I
Price$15.40
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets11.42B
NYLI Epoch Global Equity Yield
Price$23.81
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets770.36M
DODWX vs EPSYX Comparison Chart
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DODWX vs. EPSYX commentary
Jun 07, 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 EPSYX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. EPSYX (770M). EPSYX pays higher dividends than DODWX: EPSYX (2.27) vs DODWX (1.70). DODWX was incepted earlier than EPSYX: DODWX (17 years) vs EPSYX (19 years). EPSYX (0.89) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 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 : 8.04 vs. DODWX (-2.06). EPSYX return over 5 years is better than : 60.75 vs. DODWX (43.81).
| DODWX | EPSYX | DODWX / EPSYX | |
| Total Expense Ratio | 0.62 | 0.84 | 74% |
| Annual Report Gross Expense Ratio | 0.62 | 0.89 | 70% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 12.327 | 9.471 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 770M | 1,481% |
| Annual Yield % from dividends | 1.70 | 2.27 | 75% |
| Returns for 1 year | -2.06 | 8.04 | -26% |
| Returns for 3 years | 9.01 | 28.77 | 31% |
| Returns for 5 years | 43.81 | 60.75 | 72% |
| Returns for 10 years | 36.72 | 44.23 | 83% |
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