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DWUSX vs KGGIX
DWUSX vs KGGIX Comparison
Open Charts DWUSX vs KGGIX
DFA World ex US Targeted Val Instl
Price$18.28
Change-$0.20 (-1.08%)
VolumeN/A
Net Assets806.61M
Kopernik Global All-Cap I
Price$16.75
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets3.07B
DWUSX vs KGGIX Comparison Chart in %
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DWUSX vs. KGGIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 3.07B vs. DWUSX (807M). KGGIX pays higher dividends than DWUSX: KGGIX (3.16) vs DWUSX (2.82). 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 : 44.48 vs. DWUSX (29.41). KGGIX (63.89) and DWUSX (62.84) have equivalent 5 years return.
| 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 | 30.816 | 53.510 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 807M | 3.07B | 26% |
| Annual Yield % from dividends | 2.82 | 3.16 | 89% |
| Returns for 1 year | 29.41 | 44.48 | 66% |
| Returns for 3 years | 65.98 | 51.01 | 129% |
| Returns for 5 years | 62.84 | 63.89 | 98% |
| Returns for 10 years | 83.50 | 211.58 | 39% |
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