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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
Dodge & Cox Global Stock I
Price$15.91
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets11.81B
NYLI Epoch Global Equity Yield Inv Class
Price$24.57
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets802.27M
DODWX vs EPSIX Comparison Chart in %
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DODWX vs. EPSIX commentary
Jul 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 StrongBuy and EPSIX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. EPSIX (802M). 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 : 10.91 vs. DODWX (2.21). EPSIX return over 5 years is better than : 73.28 vs. DODWX (56.18).
| DODWX | EPSIX | DODWX / EPSIX | |
| Total Expense Ratio | 0.62 | 1.17 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.18 | 53% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 16.047 | 13.591 | 118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 802M | 1,471% |
| Annual Yield % from dividends | 1.65 | 1.81 | 91% |
| Returns for 1 year | 2.21 | 10.91 | 20% |
| Returns for 3 years | 22.42 | 42.24 | 53% |
| Returns for 5 years | 56.18 | 73.28 | 77% |
| Returns for 10 years | 43.61 | 52.09 | 84% |
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