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DODWX vs UGEIX
DODWX vs UGEIX Comparison
Open Charts DODWX vs UGEIX
Dodge & Cox Global Stock I
Price$14.69
Change-$0.12 (-0.81%)
VolumeN/A
Net Assets11.58B
Victory Global Equity Income
Price$11.16
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets63.49M
DODWX vs UGEIX Comparison Chart
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DODWX vs. UGEIX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. UGEIX (63.5M). UGEIX pays higher dividends than DODWX: UGEIX (1.73) vs DODWX (1.53). DODWX was incepted earlier than UGEIX: DODWX (17 years) vs UGEIX (10 years). UGEIX is a more actively managed with annual turnover of: 28.00 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 : -0.55 vs. UGEIX (-6.40). DODWX return over 5 years is better than : 21.84 vs. UGEIX (12.00).
| DODWX | UGEIX | DODWX / UGEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 7.148 | 6.387 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 63.5M | 18,268% |
| Annual Yield % from dividends | 1.53 | 1.73 | 88% |
| Returns for 1 year | -0.55 | -6.40 | 9% |
| Returns for 3 years | 4.70 | -1.54 | -306% |
| Returns for 5 years | 21.84 | 12.00 | 182% |
| Returns for 10 years | 30.20 | N/A | - |
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