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DODWX vs SFGCX
DODWX vs SFGCX Comparison
Open Charts DODWX vs SFGCX
Dodge & Cox Global Stock I
Price$16.52
Change-$0.18 (-1.08%)
VolumeN/A
CapitalizationN/A
Guggenheim World Equity Income C
Price$14.28
Change-$0.04 (-0.28%)
VolumeN/A
CapitalizationN/A
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DODWX vs SFGCX Comparison Chart
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DODWX vs. SFGCX commentary
Sep 22, 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 SFGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.7B vs. SFGCX (51.9M). DODWX pays higher dividends than SFGCX: DODWX (1.53) vs SFGCX (0.83). DODWX was incepted earlier than SFGCX: DODWX (16 years) vs SFGCX (26 years). SFGCX is a more actively managed with annual turnover of: 156.00 vs. DODWX (20.00). DODWX (2500) and SFGCX (2500) have matching initial minimum investment requirements. SFGCX annual gain was more profitable for investors over the last year : 23.19 vs. DODWX (18.66). DODWX return over 5 years is better than : 39.68 vs. SFGCX (15.72).
| DODWX | SFGCX | DODWX / SFGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 10.724 | 14.824 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 51.9M | 22,543% |
| Annual Yield % from dividends | 1.53 | 0.83 | 184% |
| Returns for 1 year | 18.66 | 23.19 | 80% |
| Returns for 3 years | 11.26 | -8.43 | -134% |
| Returns for 5 years | 39.68 | 15.72 | 252% |
| Returns for 10 years | 39.12 | 31.95 | 122% |
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