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DODWX vs JGSRX
DODWX vs JGSRX Comparison
Open Charts DODWX vs JGSRX
Dodge & Cox Global Stock I
Price$16.52
Change-$0.18 (-1.08%)
VolumeN/A
CapitalizationN/A
JHancock Global Shareholder Yield R2
Price$12.64
Change-$0.03 (-0.24%)
VolumeN/A
CapitalizationN/A
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DODWX vs JGSRX Comparison Chart
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DODWX vs. JGSRX commentary
Sep 21, 2024
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 JGSRX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.7B vs. JGSRX (1.32B). JGSRX pays higher dividends than DODWX: JGSRX (2.22) vs DODWX (1.53). DODWX was incepted earlier than JGSRX: DODWX (16 years) vs JGSRX (13 years). JGSRX is a more actively managed with annual turnover of: 28.00 vs. DODWX (20.00). JGSRX has a lower initial minimum investment than DODWX: JGSRX (0) vs DODWX (2500). JGSRX annual gain was more profitable for investors over the last year : 21.50 vs. DODWX (16.08). DODWX return over 5 years is better than : 39.34 vs. JGSRX (20.04).
| DODWX | JGSRX | DODWX / JGSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 10.456 | 17.525 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 1.32B | 885% |
| Annual Yield % from dividends | 1.53 | 2.22 | 69% |
| Returns for 1 year | 16.08 | 21.50 | 75% |
| Returns for 3 years | 8.52 | 7.52 | 113% |
| Returns for 5 years | 39.34 | 20.04 | 196% |
| Returns for 10 years | 36.40 | 19.90 | 183% |
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