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DOXWX vs UGEIX
DOXWX vs UGEIX Comparison
Open Charts DOXWX vs UGEIX
Dodge & Cox Global Stock X
Price$15.89
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets12.83B
Victory Global Equity Income
Price$12.15
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets72.16M
DOXWX vs UGEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXWX has more cash in the bank: 12.8B vs. UGEIX (72.2M). DOXWX (1.64) and UGEIX (1.61) have matching dividends . DOXWX was incepted earlier than UGEIX: DOXWX (4 years) vs UGEIX (10 years). UGEIX (1.18) is less costly to investors than DOXWX (0.57). UGEIX is a more actively managed with annual turnover of: 83.00 vs. DOXWX (27.00). DOXWX has a lower initial minimum investment than UGEIX: DOXWX (2500) vs UGEIX (3000). UGEIX annual gain was more profitable for investors over the last year : 16.66 vs. DOXWX (14.81).
| DOXWX | UGEIX | DOXWX / UGEIX | |
| Total Expense Ratio | 0.52 | 1.03 | 50% |
| Annual Report Gross Expense Ratio | 0.57 | 1.18 | 48% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 15.901 | 17.773 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 72.2M | 17,729% |
| Annual Yield % from dividends | 1.64 | 1.61 | 101% |
| Returns for 1 year | 14.81 | 16.66 | 89% |
| Returns for 3 years | 30.57 | 22.25 | 137% |
| Returns for 5 years | N/A | 19.11 | - |
| Returns for 10 years | N/A | 47.95 | - |
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