DODWX
Price
$15.96
Change
-$0.03 (-0.19%)
Updated
Jul 25 closing price
Net Assets
12.21B
EPSIX
Price
$24.61
Change
+$0.05 (+0.20%)
Updated
Jul 25 closing price
Net Assets
802.77M
Interact to see
Advertisement

DODWX vs EPSIX

Header iconDODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIXBanner chart's image
Dodge & Cox Global Stock I
Price$15.96
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets12.21B
NYLI Epoch Global Equity Yield Inv Class
Price$24.61
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets802.77M
DODWX vs EPSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODWX vs. EPSIX commentary
Jul 27, 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 EPSIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.2B vs. EPSIX (803M). EPSIX pays higher dividends than DODWX: EPSIX (1.81) vs DODWX (1.65). DODWX was incepted earlier than EPSIX: DODWX (17 years) vs EPSIX (16 years). EPSIX (1.18) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. EPSIX (18.00). DODWX (2500) and EPSIX (2500) have matching initial minimum investment requirements. EPSIX annual gain was more profitable for investors over the last year : 9.25 vs. DODWX (2.01). EPSIX return over 5 years is better than : 69.50 vs. DODWX (53.11).
DODWXEPSIXDODWX / EPSIX
Total Expense Ratio0.621.1753%
Annual Report Gross Expense Ratio0.621.1853%
Fund Existence17 years16 years-
Gain YTD16.41113.776119%
Front LoadN/A5%-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets12.2B803M1,519%
Annual Yield % from dividends1.651.8191%
Returns for 1 year2.019.2522%
Returns for 3 years23.7341.7157%
Returns for 5 years53.1169.5076%
Returns for 10 years45.1550.0990%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
RJF168.531.69
+1.01%
Raymond James Financial
AOSL27.29-0.19
-0.69%
Alpha and Omega Semiconductor Limited
BUR13.78-0.11
-0.79%
Burford Capital Limited
GIFT0.96-0.04
-3.99%
Giftify Inc
SPCE4.14-0.18
-4.17%
Virgin Galactic Holdings