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DODWX vs UGEIX
DODWX vs UGEIX Comparison
Open Charts DODWX vs UGEIX
Dodge & Cox Global Stock I
Price$14.19
Change-$0.45 (-3.07%)
VolumeN/A
Net Assets11.79B
Victory Global Equity Income
Price$10.75
Change-$0.40 (-3.59%)
VolumeN/A
Net Assets62.78M
DODWX vs UGEIX Comparison Chart
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DODWX vs. UGEIX commentary
Apr 05, 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 UGEIX is a Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. UGEIX (62.8M). UGEIX (1.85) and DODWX (1.77) have matching dividends . DODWX was incepted earlier than UGEIX: DODWX (17 years) vs UGEIX (10 years). UGEIX (1.19) is less costly to investors than DODWX (0.62). UGEIX is a more actively managed with annual turnover of: 43.00 vs. DODWX (20.00). DODWX has a lower initial minimum investment than UGEIX: DODWX (2500) vs UGEIX (3000). DODWX annual gain was more profitable for investors over the last year : -5.11 vs. UGEIX (-10.37). DODWX return over 5 years is better than : 85.57 vs. UGEIX (52.00).
| DODWX | UGEIX | DODWX / UGEIX | |
| Total Expense Ratio | 0.62 | 1.02 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.19 | 52% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 6.783 | 6.566 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 62.8M | 18,790% |
| Annual Yield % from dividends | 1.77 | 1.85 | 95% |
| Returns for 1 year | -5.11 | -10.37 | 49% |
| Returns for 3 years | 0.81 | -4.51 | -18% |
| Returns for 5 years | 85.57 | 52.00 | 165% |
| Returns for 10 years | 29.02 | N/A | - |
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