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DODWX vs WRLDX
DODWX vs WRLDX Comparison
Open Charts DODWX vs WRLDX
Dodge & Cox Global Stock I
Price$15.91
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets11.81B
Scharf Global Opportunity Institutional
Price$38.65
Change+$0.36 (+0.94%)
VolumeN/A
Net Assets29.52M
DODWX vs WRLDX Comparison Chart in %
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DODWX vs. WRLDX 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 WRLDX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. WRLDX (29.5M). DODWX pays higher dividends than WRLDX: DODWX (1.65) vs WRLDX (0.73). DODWX was incepted earlier than WRLDX: DODWX (17 years) vs WRLDX (11 years). WRLDX (1.39) is less costly to investors than DODWX (0.62). WRLDX is a more actively managed with annual turnover of: 31.87 vs. DODWX (27.00). DODWX has a lower initial minimum investment than WRLDX: DODWX (2500) vs WRLDX (10000). WRLDX annual gain was more profitable for investors over the last year : 12.77 vs. DODWX (2.21). DODWX return over 5 years is better than : 56.18 vs. WRLDX (44.37).
| DODWX | WRLDX | DODWX / WRLDX | |
| Total Expense Ratio | 0.62 | 0.63 | 98% |
| Annual Report Gross Expense Ratio | 0.62 | 1.39 | 45% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 16.047 | 10.334 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 29.5M | 40,000% |
| Annual Yield % from dividends | 1.65 | 0.73 | 225% |
| Returns for 1 year | 2.21 | 12.77 | 17% |
| Returns for 3 years | 22.42 | 23.64 | 95% |
| Returns for 5 years | 56.18 | 44.37 | 127% |
| Returns for 10 years | 43.61 | 55.13 | 79% |
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