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DODWX vs SGISX
DODWX vs SGISX Comparison
Open Charts DODWX vs SGISX
Dodge & Cox Global Stock I
Price$16.46
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets12.55B
Steward Global Equity Income Fund I
Price$38.48
Change-$0.18 (-0.47%)
VolumeN/A
Net Assets456.9M
DODWX vs SGISX Comparison Chart in %
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DODWX vs. SGISX commentary
Feb 04, 2026
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 Buy and SGISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.5B vs. SGISX (457M). DODWX (1.74) and SGISX (1.67) have matching dividends . DODWX was incepted earlier than SGISX: DODWX (18 years) vs SGISX (18 years). SGISX (1.01) is less costly to investors than DODWX (0.62). SGISX is a more actively managed with annual turnover of: 37.00 vs. DODWX (27.00). DODWX has a lower initial minimum investment than SGISX: DODWX (2500) vs SGISX (100000). DODWX (17.30) and SGISX (16.86) have marching annual gain over last year. DODWX return over 5 years is better than : 27.66 vs. SGISX (24.48).
| DODWX | SGISX | DODWX / SGISX | |
| Total Expense Ratio | 0.62 | 1.01 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.01 | 61% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 4.111 | 3.216 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 457M | 2,735% |
| Annual Yield % from dividends | 1.74 | 1.67 | 104% |
| Returns for 1 year | 17.30 | 16.86 | 103% |
| Returns for 3 years | 25.89 | 38.62 | 67% |
| Returns for 5 years | 27.66 | 24.48 | 113% |
| Returns for 10 years | 95.79 | 83.45 | 115% |
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