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DOXWX vs UGEIX
DOXWX vs UGEIX Comparison
Open Charts DOXWX vs UGEIX
Dodge & Cox Global Stock X
Price$16.46
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets12.55B
Victory Global Equity Income
Price$12.89
Change+$0.25 (+1.98%)
VolumeN/A
Net Assets76.96M
DOXWX vs UGEIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXWX has more cash in the bank: 12.5B vs. UGEIX (77M). DOXWX (1.83) and UGEIX (1.80) have matching dividends . DOXWX was incepted earlier than UGEIX: DOXWX (4 years) vs UGEIX (11 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 : 21.36 vs. DOXWX (17.33).
| 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 | 11 years | - |
| Gain YTD | 4.111 | 7.149 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 77M | 16,234% |
| Annual Yield % from dividends | 1.83 | 1.80 | 102% |
| Returns for 1 year | 17.33 | 21.36 | 81% |
| Returns for 3 years | 26.26 | 25.64 | 102% |
| Returns for 5 years | N/A | 23.32 | - |
| Returns for 10 years | N/A | 69.92 | - |
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