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DWUSX vs KGGIX
DWUSX vs KGGIX Comparison
Open Charts DWUSX vs KGGIX
DFA World ex US Targeted Val Instl
Price$18.34
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets804.68M
Kopernik Global All-Cap I
Price$16.88
Change-$0.44 (-2.54%)
VolumeN/A
Net Assets3.09B
DWUSX vs KGGIX Comparison Chart in %
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DWUSX vs. KGGIX commentary
Oct 19, 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 KGGIX is a Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 3.09B vs. DWUSX (805M). KGGIX pays higher dividends than DWUSX: KGGIX (3.16) vs DWUSX (2.81). DWUSX was incepted earlier than KGGIX: DWUSX (13 years) vs KGGIX (12 years). KGGIX (1.02) is less costly to investors than DWUSX (0.48). KGGIX is a more actively managed with annual turnover of: 43.00 vs. DWUSX (20.00). DWUSX has a lower initial minimum investment than KGGIX: DWUSX (0) vs KGGIX (1000000). KGGIX annual gain was more profitable for investors over the last year : 41.13 vs. DWUSX (25.03). DWUSX return over 5 years is better than : 79.44 vs. KGGIX (71.64).
| DWUSX | KGGIX | DWUSX / KGGIX | |
| Total Expense Ratio | 0.48 | 1.02 | 47% |
| Annual Report Gross Expense Ratio | 0.48 | 1.02 | 47% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 31.246 | 53.874 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 3.09B | 26% |
| Annual Yield % from dividends | 2.81 | 3.16 | 89% |
| Returns for 1 year | 25.03 | 41.13 | 61% |
| Returns for 3 years | 83.02 | 63.83 | 130% |
| Returns for 5 years | 79.44 | 71.64 | 111% |
| Returns for 10 years | 80.76 | 193.45 | 42% |
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