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DODWX vs EPSIX
DODWX vs EPSIX Comparison
Open Charts DODWX vs EPSIX
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 %
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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.
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).
| 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 | 16.411 | 13.776 | 119% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 803M | 1,519% |
| Annual Yield % from dividends | 1.65 | 1.81 | 91% |
| Returns for 1 year | 2.01 | 9.25 | 22% |
| Returns for 3 years | 23.73 | 41.71 | 57% |
| Returns for 5 years | 53.11 | 69.50 | 76% |
| Returns for 10 years | 45.15 | 50.09 | 90% |
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