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DODWX vs SEWIX
DODWX vs SEWIX Comparison
Open Charts DODWX vs SEWIX
Dodge & Cox Global Stock I
Price$14.07
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets11.04B
NAA World Equity Income Instl
Price$16.07
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets46.92M
DODWX vs SEWIX Comparison Chart
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DODWX vs. SEWIX commentary
Jan 19, 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 SEWIX is a Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11B vs. SEWIX (46.9M). SEWIX pays higher dividends than DODWX: SEWIX (1.68) vs DODWX (1.53). DODWX was incepted earlier than SEWIX: DODWX (17 years) vs SEWIX (14 years). SEWIX is a more actively managed with annual turnover of: 156.00 vs. DODWX (20.00). DODWX has a lower initial minimum investment than SEWIX: DODWX (2500) vs SEWIX (2000000). SEWIX annual gain was more profitable for investors over the last year : 8.76 vs. DODWX (-1.06). DODWX return over 5 years is better than : 14.27 vs. SEWIX (9.88).
| DODWX | SEWIX | DODWX / SEWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 2.626 | 1.260 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 46.9M | 23,454% |
| Annual Yield % from dividends | 1.53 | 1.68 | 91% |
| Returns for 1 year | -1.06 | 8.76 | -12% |
| Returns for 3 years | -3.37 | 11.10 | -30% |
| Returns for 5 years | 14.27 | 9.88 | 144% |
| Returns for 10 years | 30.26 | 41.76 | 72% |
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