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DODWX vs EPSRX
DODWX vs EPSRX Comparison
Open Charts DODWX vs EPSRX
Dodge & Cox Global Stock I
Price$15.91
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets11.81B
NYLI Epoch Global Equity Yield Class R6
Price$24.18
Change+$0.12 (+0.50%)
VolumeN/A
Net Assets802.27M
DODWX vs EPSRX Comparison Chart in %
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DODWX vs. EPSRX 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 EPSRX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. EPSRX (802M). EPSRX pays higher dividends than DODWX: EPSRX (2.23) vs DODWX (1.65). DODWX was incepted earlier than EPSRX: DODWX (17 years) vs EPSRX (12 years). EPSRX (0.75) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. EPSRX (18.00). EPSRX has a lower initial minimum investment than DODWX: EPSRX (0) vs DODWX (2500). EPSRX annual gain was more profitable for investors over the last year : 11.21 vs. DODWX (2.21). EPSRX return over 5 years is better than : 74.24 vs. DODWX (56.18).
| DODWX | EPSRX | DODWX / EPSRX | |
| Total Expense Ratio | 0.62 | 0.74 | 84% |
| Annual Report Gross Expense Ratio | 0.62 | 0.75 | 83% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 16.047 | 13.814 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 802M | 1,471% |
| Annual Yield % from dividends | 1.65 | 2.23 | 74% |
| Returns for 1 year | 2.21 | 11.21 | 20% |
| Returns for 3 years | 22.42 | 43.92 | 51% |
| Returns for 5 years | 56.18 | 74.24 | 76% |
| Returns for 10 years | 43.61 | 53.31 | 82% |
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