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