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DWUSX vs KGGIX
DWUSX vs KGGIX Comparison
Open Charts DWUSX vs KGGIX
DFA World ex US Targeted Val Instl
Price$18.61
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets819.09M
Kopernik Global All-Cap I
Price$16.90
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets3.1B
DWUSX vs KGGIX Comparison Chart in %
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DWUSX vs. KGGIX commentary
Oct 06, 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 StrongBuy and KGGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 3.1B vs. DWUSX (819M). 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 : 41.41 vs. DWUSX (25.22). DWUSX return over 5 years is better than : 85.83 vs. KGGIX (73.75).
| 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 | 33.178 | 54.057 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 819M | 3.1B | 26% |
| Annual Yield % from dividends | 2.81 | 3.16 | 89% |
| Returns for 1 year | 25.22 | 41.41 | 61% |
| Returns for 3 years | 81.23 | 58.07 | 140% |
| Returns for 5 years | 85.83 | 73.75 | 116% |
| Returns for 10 years | 88.31 | 205.58 | 43% |
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