Interact to see
Advertisement
Advertisement
DWUSX vs KGGAX
DWUSX vs KGGAX Comparison
Open Charts DWUSX vs KGGAX
DFA World ex US Targeted Val Instl
Price$18.04
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets803.23M
Kopernik Global All-Cap A
Price$15.41
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.8B
DWUSX vs KGGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DWUSX vs. KGGAX commentary
Aug 30, 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 KGGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.8B vs. DWUSX (803M). KGGAX pays higher dividends than DWUSX: KGGAX (3.38) 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 : 31.27 vs. DWUSX (22.99). DWUSX return over 5 years is better than : 73.33 vs. KGGAX (45.37).
| 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 | 28.337 | 39.095 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 2.8B | 29% |
| Annual Yield % from dividends | 2.95 | 3.38 | 87% |
| Returns for 1 year | 22.99 | 31.27 | 74% |
| Returns for 3 years | 62.90 | 37.87 | 166% |
| Returns for 5 years | 73.33 | 45.37 | 162% |
| Returns for 10 years | 82.22 | 177.30 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement