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DODWX vs UGEIX
DODWX vs UGEIX Comparison
Open Charts DODWX vs UGEIX
Dodge & Cox Global Stock I
Price$14.23
Change+$0.14 (+0.99%)
VolumeN/A
Net Assets11.59B
Victory Global Equity Income
Price$10.77
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets60.21M
DODWX vs UGEIX Comparison Chart
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DODWX vs. UGEIX commentary
Apr 25, 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 UGEIX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. UGEIX (60.2M). 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 : -8.97 vs. UGEIX (-11.24). DODWX return over 5 years is better than : 57.72 vs. UGEIX (31.79).
| 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 | 1.459 | 2.456 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 60.2M | 19,269% |
| Annual Yield % from dividends | 1.77 | 1.85 | 95% |
| Returns for 1 year | -8.97 | -11.24 | 80% |
| Returns for 3 years | 1.59 | -5.29 | -30% |
| Returns for 5 years | 57.72 | 31.79 | 182% |
| Returns for 10 years | 20.23 | N/A | - |
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