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DWUSX vs KGGAX
DWUSX vs KGGAX Comparison
Open Charts DWUSX vs KGGAX
DFA World ex US Targeted Val Instl
Price$16.95
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets777.09M
Kopernik Global All-Cap A
Price$14.48
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets2.5B
DWUSX vs KGGAX Comparison Chart
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DWUSX vs. KGGAX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.5B vs. DWUSX (777M). KGGAX pays higher dividends than DWUSX: KGGAX (3.60) vs DWUSX (2.64). 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 : 28.82 vs. DWUSX (18.76). DWUSX return over 5 years is better than : 76.44 vs. KGGAX (54.70).
| 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 | 18.629 | 31.041 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 2.5B | 31% |
| Annual Yield % from dividends | 2.64 | 3.60 | 73% |
| Returns for 1 year | 18.76 | 28.82 | 65% |
| Returns for 3 years | 46.09 | 27.19 | 170% |
| Returns for 5 years | 76.44 | 54.70 | 140% |
| Returns for 10 years | 53.10 | 129.46 | 41% |
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