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DWUSX vs KGGIX
DWUSX vs KGGIX Comparison
Open Charts DWUSX vs KGGIX
DFA World ex US Targeted Val Instl
Price$17.66
Change+$0.14 (+0.80%)
VolumeN/A
Net Assets781.53M
Kopernik Global All-Cap I
Price$15.17
Change+$0.12 (+0.80%)
VolumeN/A
Net Assets2.76B
DWUSX vs KGGIX Comparison Chart in %
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DWUSX vs. KGGIX commentary
Aug 08, 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: 2.76B vs. DWUSX (782M). 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 : 34.29 vs. DWUSX (28.93). DWUSX return over 5 years is better than : 76.09 vs. KGGIX (46.59).
| 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 | 25.634 | 37.192 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 2.76B | 28% |
| Annual Yield % from dividends | 2.95 | 3.61 | 82% |
| Returns for 1 year | 28.93 | 34.29 | 84% |
| Returns for 3 years | 55.95 | 36.17 | 155% |
| Returns for 5 years | 76.09 | 46.59 | 163% |
| Returns for 10 years | 66.71 | 172.49 | 39% |
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