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DWUSX vs KGGAX
DWUSX vs KGGAX Comparison
Open Charts DWUSX vs KGGAX
DFA World ex US Targeted Val Instl
Price$17.29
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets776.14M
Kopernik Global All-Cap A
Price$15.11
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.7B
DWUSX vs KGGAX Comparison Chart in %
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DWUSX vs. KGGAX 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 DWUSX is a Hold and KGGAX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.7B vs. DWUSX (776M). KGGAX pays higher dividends than DWUSX: KGGAX (3.34) vs DWUSX (2.95). DWUSX was incepted earlier than KGGAX: DWUSX (13 years) vs KGGAX (12 years). KGGAX (1.27) is less costly to investors than DWUSX (0.48). KGGAX is a more actively managed with annual turnover of: 43.00 vs. DWUSX (20.00). DWUSX has a lower initial minimum investment than KGGAX: DWUSX (0) vs KGGAX (3000). KGGAX annual gain was more profitable for investors over the last year : 33.75 vs. DWUSX (21.58). DWUSX return over 5 years is better than : 81.73 vs. KGGAX (56.78).
| DWUSX | KGGAX | DWUSX / KGGAX | |
| Total Expense Ratio | 0.48 | 1.27 | 38% |
| Annual Report Gross Expense Ratio | 0.48 | 1.27 | 38% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 23.002 | 36.742 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 2.7B | 29% |
| Annual Yield % from dividends | 2.95 | 3.34 | 88% |
| Returns for 1 year | 21.58 | 33.75 | 64% |
| Returns for 3 years | 57.44 | 38.02 | 151% |
| Returns for 5 years | 81.73 | 56.78 | 144% |
| Returns for 10 years | 62.68 | 153.16 | 41% |