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DODWX vs UGEIX
DODWX vs UGEIX Comparison
Open Charts DODWX vs UGEIX
Dodge & Cox Global Stock I
Price$15.28
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.42B
Victory Global Equity Income
Price$11.45
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets63.97M
DODWX vs UGEIX Comparison Chart
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DODWX vs. UGEIX commentary
Jun 07, 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: 11.4B vs. UGEIX (64M). UGEIX pays higher dividends than DODWX: UGEIX (1.82) vs DODWX (1.70). 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: 83.00 vs. DODWX (27.00). 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 : -2.58 vs. UGEIX (-8.11). DODWX return over 5 years is better than : 42.69 vs. UGEIX (24.15).
| 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 | 11.451 | 9.337 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 64M | 17,813% |
| Annual Yield % from dividends | 1.70 | 1.82 | 94% |
| Returns for 1 year | -2.58 | -8.11 | 32% |
| Returns for 3 years | 9.06 | 3.03 | 299% |
| Returns for 5 years | 42.69 | 24.15 | 177% |
| Returns for 10 years | 35.21 | N/A | - |
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