DESGX vs. KDHAX
Compare and contrast key facts about DWS ESG Core Equity Fund (DESGX) and DWS CROCI Equity Dividend Fd (KDHAX).
DESGX is managed by DWS. It was launched on Jul 31, 2005. KDHAX is managed by DWS. It was launched on Mar 18, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DESGX or KDHAX.
Correlation
The correlation between DESGX and KDHAX is 0.84, 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.
Performance
DESGX vs. KDHAX - Performance Comparison
Key characteristics
DESGX:
0.95
KDHAX:
0.50
DESGX:
1.19
KDHAX:
0.70
DESGX:
1.21
KDHAX:
1.11
DESGX:
1.32
KDHAX:
0.47
DESGX:
4.64
KDHAX:
1.63
DESGX:
3.25%
KDHAX:
3.87%
DESGX:
15.88%
KDHAX:
12.70%
DESGX:
-60.83%
KDHAX:
-68.48%
DESGX:
-10.74%
KDHAX:
-11.69%
Returns By Period
In the year-to-date period, DESGX achieves a -0.31% return, which is significantly lower than KDHAX's 0.11% return. Both investments have delivered pretty close results over the past 10 years, with DESGX having a 4.05% annualized return and KDHAX not far behind at 4.01%.
DESGX
-0.31%
-9.76%
-5.05%
15.00%
8.90%
4.05%
KDHAX
0.11%
-8.43%
-1.55%
6.09%
0.70%
4.01%
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DESGX vs. KDHAX - Expense Ratio Comparison
DESGX has a 0.64% expense ratio, which is lower than KDHAX's 1.01% expense ratio.
Risk-Adjusted Performance
DESGX vs. KDHAX — Risk-Adjusted Performance Rank
DESGX
KDHAX
DESGX vs. KDHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS ESG Core Equity Fund (DESGX) 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.
Dividends
DESGX vs. KDHAX - Dividend Comparison
DESGX's dividend yield for the trailing twelve months is around 0.73%, less than KDHAX's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DESGX DWS ESG Core Equity Fund | 0.73% | 0.73% | 0.95% | 1.23% | 0.89% | 1.11% | 0.95% | 1.59% | 0.86% | 1.21% | 0.34% | 0.43% |
KDHAX DWS CROCI Equity Dividend Fd | 2.60% | 2.61% | 2.73% | 2.55% | 2.48% | 2.27% | 1.70% | 2.13% | 1.60% | 1.81% | 2.34% | 1.75% |
Drawdowns
DESGX vs. KDHAX - Drawdown Comparison
The maximum DESGX drawdown since its inception was -60.83%, smaller than the maximum KDHAX drawdown of -68.48%. Use the drawdown chart below to compare losses from any high point for DESGX and KDHAX. For additional features, visit the drawdowns tool.
Volatility
DESGX vs. KDHAX - Volatility Comparison
DWS ESG Core Equity Fund (DESGX) has a higher volatility of 10.50% compared to DWS CROCI Equity Dividend Fd (KDHAX) at 8.18%. This indicates that DESGX's price experiences larger fluctuations and is considered to be riskier than KDHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.