SGSCX vs. FGIAX
Compare and contrast key facts about DWS Global Small Cap Fund (SGSCX) and Nuveen Global Infrastructure Fund Class A (FGIAX).
SGSCX is managed by DWS. It was launched on Sep 9, 1991. FGIAX is a passively managed fund by Nuveen that tracks the performance of the S&P Global Infrastructure Index NR. It was launched on Dec 17, 2007.
Performance
SGSCX vs. FGIAX - Performance Comparison
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SGSCX vs. FGIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SGSCX DWS Global Small Cap Fund | 5.08% | 20.22% | 5.35% | 24.62% | -24.63% | 15.10% | 16.98% | 22.29% | -21.96% | 19.80% |
FGIAX Nuveen Global Infrastructure Fund Class A | 10.36% | 17.73% | 10.70% | 8.51% | -6.23% | 14.51% | -2.76% | 29.32% | -7.91% | 19.40% |
Returns By Period
In the year-to-date period, SGSCX achieves a 5.08% return, which is significantly lower than FGIAX's 10.36% return. Over the past 10 years, SGSCX has underperformed FGIAX with an annualized return of 7.19%, while FGIAX has yielded a comparatively higher 8.78% annualized return.
SGSCX
- 1D
- 3.01%
- 1M
- -6.44%
- YTD
- 5.08%
- 6M
- 10.02%
- 1Y
- 33.03%
- 3Y*
- 16.01%
- 5Y*
- 5.79%
- 10Y*
- 7.19%
FGIAX
- 1D
- 0.76%
- 1M
- -2.77%
- YTD
- 10.36%
- 6M
- 10.94%
- 1Y
- 21.22%
- 3Y*
- 14.32%
- 5Y*
- 10.46%
- 10Y*
- 8.78%
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SGSCX vs. FGIAX - Expense Ratio Comparison
SGSCX has a 1.12% expense ratio, which is lower than FGIAX's 1.21% expense ratio.
Return for Risk
SGSCX vs. FGIAX — Risk / Return Rank
SGSCX
FGIAX
SGSCX vs. FGIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Global Small Cap Fund (SGSCX) and Nuveen Global Infrastructure Fund Class A (FGIAX). 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.
| SGSCX | FGIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.88 | 1.79 | +0.08 |
Sortino ratioReturn per unit of downside risk | 2.63 | 2.30 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.36 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.53 | 2.73 | -0.20 |
Martin ratioReturn relative to average drawdown | 10.66 | 12.62 | -1.96 |
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
| SGSCX | FGIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 1.79 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.80 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.58 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.42 | +0.05 |
Correlation
The correlation between SGSCX and FGIAX is 0.76, 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
SGSCX vs. FGIAX - Dividend Comparison
SGSCX's dividend yield for the trailing twelve months is around 9.87%, more than FGIAX's 9.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGSCX DWS Global Small Cap Fund | 9.87% | 10.37% | 6.35% | 5.12% | 5.42% | 16.72% | 0.36% | 0.29% | 18.31% | 11.13% | 7.52% | 6.04% |
FGIAX Nuveen Global Infrastructure Fund Class A | 9.05% | 9.99% | 7.46% | 2.27% | 6.11% | 7.20% | 1.38% | 7.06% | 6.32% | 5.83% | 8.23% | 3.05% |
Drawdowns
SGSCX vs. FGIAX - Drawdown Comparison
The maximum SGSCX drawdown since its inception was -62.26%, which is greater than FGIAX's maximum drawdown of -49.35%. Use the drawdown chart below to compare losses from any high point for SGSCX and FGIAX.
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Drawdown Indicators
| SGSCX | FGIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.26% | -49.35% | -12.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -8.29% | -3.98% |
Max Drawdown (5Y)Largest decline over 5 years | -33.72% | -21.08% | -12.64% |
Max Drawdown (10Y)Largest decline over 10 years | -45.98% | -38.02% | -7.96% |
Current DrawdownCurrent decline from peak | -6.82% | -3.06% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -14.18% | -7.22% | -6.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 1.79% | +1.12% |
Volatility
SGSCX vs. FGIAX - Volatility Comparison
DWS Global Small Cap Fund (SGSCX) has a higher volatility of 6.41% compared to Nuveen Global Infrastructure Fund Class A (FGIAX) at 4.15%. This indicates that SGSCX's price experiences larger fluctuations and is considered to be riskier than FGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGSCX | FGIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.41% | 4.15% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.70% | 7.07% | +4.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 12.28% | +5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 13.08% | +5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.46% | 15.17% | +4.29% |