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DWUSX vs KGGIX
DWUSX vs KGGIX Comparison
Open Charts DWUSX vs KGGIX
DFA World ex US Targeted Val Instl
Price$16.95
Change-$0.21 (-1.22%)
VolumeN/A
Net Assets777.09M
Kopernik Global All-Cap I
Price$14.40
Change-$0.15 (-1.03%)
VolumeN/A
Net Assets2.5B
DWUSX vs KGGIX Comparison Chart
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DWUSX vs. KGGIX 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 KGGIX is a Buy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.5B vs. DWUSX (777M). KGGIX pays higher dividends than DWUSX: KGGIX (3.84) vs DWUSX (2.64). 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 : 29.15 vs. DWUSX (18.76). DWUSX return over 5 years is better than : 76.44 vs. KGGIX (56.47).
| 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 | 18.629 | 31.267 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 2.5B | 31% |
| Annual Yield % from dividends | 2.64 | 3.84 | 69% |
| Returns for 1 year | 18.76 | 29.15 | 64% |
| Returns for 3 years | 46.09 | 28.09 | 164% |
| Returns for 5 years | 76.44 | 56.47 | 135% |
| Returns for 10 years | 53.10 | 134.94 | 39% |
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