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DWUSX vs KGGIX
DWUSX vs KGGIX Comparison
Open Charts DWUSX vs KGGIX
DFA World ex US Targeted Val Instl
Price$17.92
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets798.07M
Kopernik Global All-Cap I
Price$15.28
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets2.79B
DWUSX vs KGGIX Comparison Chart in %
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DWUSX vs. KGGIX commentary
Aug 18, 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 Buy and KGGIX is a Buy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.79B vs. DWUSX (798M). KGGIX pays higher dividends than DWUSX: KGGIX (3.61) vs DWUSX (2.95). 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 : 34.28 vs. DWUSX (25.24). DWUSX return over 5 years is better than : 74.75 vs. KGGIX (46.22).
| 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 | 27.483 | 39.289 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 2.79B | 29% |
| Annual Yield % from dividends | 2.95 | 3.61 | 82% |
| Returns for 1 year | 25.24 | 34.28 | 74% |
| Returns for 3 years | 55.09 | 37.80 | 146% |
| Returns for 5 years | 74.75 | 46.22 | 162% |
| Returns for 10 years | 73.92 | 183.10 | 40% |
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