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DODWX vs EPSYX
DODWX vs EPSYX Comparison
Open Charts DODWX vs EPSYX
Dodge & Cox Global Stock I
Price$15.85
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets11.81B
NYLI Epoch Global Equity Yield
Price$24.38
Change+$0.15 (+0.62%)
VolumeN/A
Net Assets787.82M
DODWX vs EPSYX Comparison Chart in %
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DODWX vs. EPSYX commentary
Jul 03, 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 EPSYX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. EPSYX (788M). EPSYX pays higher dividends than DODWX: EPSYX (2.11) vs DODWX (1.65). DODWX was incepted earlier than EPSYX: DODWX (17 years) vs EPSYX (20 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 : 11.08 vs. DODWX (2.73). EPSYX return over 5 years is better than : 74.54 vs. DODWX (55.60).
| 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 | 20 years | - |
| Gain YTD | 15.609 | 12.947 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 788M | 1,497% |
| Annual Yield % from dividends | 1.65 | 2.11 | 78% |
| Returns for 1 year | 2.73 | 11.08 | 25% |
| Returns for 3 years | 21.96 | 42.61 | 52% |
| Returns for 5 years | 55.60 | 74.54 | 75% |
| Returns for 10 years | 40.95 | 51.89 | 79% |