DCUIX vs. KDHAX
Compare and contrast key facts about DWS CROCI U.S. Fund (DCUIX) and DWS CROCI Equity Dividend Fd (KDHAX).
DCUIX is managed by DWS. It was launched on Apr 10, 2015. KDHAX is managed by DWS. It was launched on Mar 18, 1988.
Performance
DCUIX vs. KDHAX - Performance Comparison
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DCUIX vs. KDHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCUIX DWS CROCI U.S. Fund | -3.01% | 17.12% | 17.80% | 20.81% | -15.54% | 26.39% | -12.66% | 39.03% | -11.01% | 22.00% |
KDHAX DWS CROCI Equity Dividend Fd | 1.39% | 2.92% | 13.37% | 5.30% | 1.09% | 19.44% | -9.41% | 29.38% | -3.45% | 19.25% |
Returns By Period
In the year-to-date period, DCUIX achieves a -3.01% return, which is significantly lower than KDHAX's 1.39% return. Over the past 10 years, DCUIX has outperformed KDHAX with an annualized return of 9.08%, while KDHAX has yielded a comparatively lower 8.30% annualized return.
DCUIX
- 1D
- -0.14%
- 1M
- -6.22%
- YTD
- -3.01%
- 6M
- 4.55%
- 1Y
- 16.62%
- 3Y*
- 15.30%
- 5Y*
- 9.31%
- 10Y*
- 9.08%
KDHAX
- 1D
- -0.39%
- 1M
- -6.34%
- YTD
- 1.39%
- 6M
- 4.09%
- 1Y
- 2.72%
- 3Y*
- 7.67%
- 5Y*
- 6.55%
- 10Y*
- 8.30%
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DCUIX vs. KDHAX - Expense Ratio Comparison
DCUIX has a 0.67% expense ratio, which is lower than KDHAX's 1.01% expense ratio.
Return for Risk
DCUIX vs. KDHAX — Risk / Return Rank
DCUIX
KDHAX
DCUIX vs. KDHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS CROCI U.S. Fund (DCUIX) and DWS CROCI Equity Dividend Fd (KDHAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DCUIX | KDHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.22 | +0.80 |
Sortino ratioReturn per unit of downside risk | 1.53 | 0.44 | +1.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.06 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 0.23 | +0.96 |
Martin ratioReturn relative to average drawdown | 5.10 | 0.65 | +4.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DCUIX | KDHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.22 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.47 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.50 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.46 | -0.04 |
Correlation
The correlation between DCUIX and KDHAX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DCUIX vs. KDHAX - Dividend Comparison
DCUIX's dividend yield for the trailing twelve months is around 11.50%, less than KDHAX's 16.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCUIX DWS CROCI U.S. Fund | 11.50% | 11.15% | 8.91% | 1.64% | 2.76% | 1.35% | 2.45% | 10.23% | 4.24% | 2.45% | 0.31% | 1.38% |
KDHAX DWS CROCI Equity Dividend Fd | 16.43% | 15.94% | 9.07% | 5.94% | 6.24% | 9.57% | 5.53% | 7.13% | 12.23% | 1.60% | 1.81% | 2.34% |
Drawdowns
DCUIX vs. KDHAX - Drawdown Comparison
The maximum DCUIX drawdown since its inception was -41.94%, smaller than the maximum KDHAX drawdown of -65.77%. Use the drawdown chart below to compare losses from any high point for DCUIX and KDHAX.
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Drawdown Indicators
| DCUIX | KDHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.94% | -65.77% | +23.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -12.60% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.99% | -16.91% | -7.08% |
Max Drawdown (10Y)Largest decline over 10 years | -41.94% | -40.08% | -1.86% |
Current DrawdownCurrent decline from peak | -6.89% | -9.05% | +2.16% |
Average DrawdownAverage peak-to-trough decline | -6.88% | -9.41% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 4.47% | -1.50% |
Volatility
DCUIX vs. KDHAX - Volatility Comparison
The current volatility for DWS CROCI U.S. Fund (DCUIX) is 3.04%, while DWS CROCI Equity Dividend Fd (KDHAX) has a volatility of 3.51%. This indicates that DCUIX experiences smaller price fluctuations and is considered to be less risky than KDHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCUIX | KDHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 3.51% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 9.81% | -0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | 17.48% | +0.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.19% | 13.94% | +2.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 16.83% | +1.48% |