SGSCX vs. KDHAX

Last updated Apr 2, 2026

Compare and contrast key facts about DWS Global Small Cap Fund (SGSCX) and DWS CROCI Equity Dividend Fd (KDHAX).

SGSCX is managed by DWS. It was launched on Sep 9, 1991. KDHAX is managed by DWS. It was launched on Mar 18, 1988.

Performance

SGSCX vs. KDHAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DWS Global Small Cap Fund (SGSCX) and DWS CROCI Equity Dividend Fd (KDHAX). The values are adjusted to include any dividend payments, if applicable.

SGSCX vs. KDHAX - 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%
KDHAX DWS CROCI Equity Dividend Fd	2.60%	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, SGSCX achieves a 5.08% return, which is significantly higher than KDHAX's 2.60% return. Over the past 10 years, SGSCX has underperformed KDHAX with an annualized return of 7.19%, while KDHAX has yielded a comparatively higher 8.43% 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%

KDHAX

• 1D: 1.19%
• 1M: -5.14%
• YTD: 2.60%
• 6M: 4.49%
• 1Y: 4.46%
• 3Y*: 8.10%
• 5Y*: 6.75%
• 10Y*: 8.43%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SGSCX vs. KDHAX - Expense Ratio Comparison

SGSCX has a 1.12% expense ratio, which is higher than KDHAX's 1.01% expense ratio.

SGSCX

DWS Global Small Cap Fund

KDHAX

DWS CROCI Equity Dividend Fd

Return for Risk

SGSCX vs. KDHAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SGSCX

SGSCX Risk / Return Rank: 88
SGSCX Sharpe Ratio Rank: 89
SGSCX Sortino Ratio Rank: 89
SGSCX Omega Ratio Rank: 84
SGSCX Calmar Ratio Rank: 88
SGSCX Martin Ratio Rank: 90

KDHAX

KDHAX Risk / Return Rank: 9
KDHAX Sharpe Ratio Rank: 8
KDHAX Sortino Ratio Rank: 8
KDHAX Omega Ratio Rank: 8
KDHAX Calmar Ratio Rank: 11
KDHAX Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SGSCX vs. KDHAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DWS Global Small Cap Fund (SGSCX) 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.

	SGSCX	KDHAX	Difference
Sharpe ratio Return per unit of total volatility	1.88	0.23	+1.65
Sortino ratio Return per unit of downside risk	2.63	0.45	+2.18
Omega ratio Gain probability vs. loss probability	1.36	1.06	+0.30
Calmar ratio Return relative to maximum drawdown	2.53	0.34	+2.19
Martin ratio Return relative to average drawdown	10.66	0.96	+9.70
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SGSCX vs. KDHAX - Sharpe Ratio Comparison

The current SGSCX Sharpe Ratio is 1.88, which is higher than the KDHAX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of SGSCX and KDHAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SGSCX	KDHAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.88	0.23	+1.65
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.31	0.49	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.37	0.50	-0.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	0.46	+0.01

Correlation

The correlation between SGSCX and KDHAX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

SGSCX vs. KDHAX - Dividend Comparison

SGSCX's dividend yield for the trailing twelve months is around 9.87%, less than KDHAX's 16.23% 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%
KDHAX DWS CROCI Equity Dividend Fd	16.23%	15.94%	9.07%	5.94%	6.24%	9.57%	5.53%	7.13%	12.23%	1.60%	1.81%	2.34%

Drawdowns

SGSCX vs. KDHAX - Drawdown Comparison

The maximum SGSCX drawdown since its inception was -62.26%, smaller than the maximum KDHAX drawdown of -65.77%. Use the drawdown chart below to compare losses from any high point for SGSCX and KDHAX.

Drawdown Indicators

	SGSCX	KDHAX	Difference
Max Drawdown Largest peak-to-trough decline	-62.26%	-65.77%	+3.51%
Max Drawdown (1Y) Largest decline over 1 year	-12.27%	-12.60%	+0.33%
Max Drawdown (5Y) Largest decline over 5 years	-33.72%	-16.91%	-16.81%
Max Drawdown (10Y) Largest decline over 10 years	-45.98%	-40.08%	-5.90%
Current Drawdown Current decline from peak	-6.82%	-7.96%	+1.14%
Average Drawdown Average peak-to-trough decline	-14.18%	-9.41%	-4.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.91%	4.50%	-1.59%

Volatility

SGSCX vs. KDHAX - Volatility Comparison

DWS Global Small Cap Fund (SGSCX) has a higher volatility of 6.41% compared to DWS CROCI Equity Dividend Fd (KDHAX) at 3.81%. This indicates that SGSCX'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.

Volatility by Period

	SGSCX	KDHAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.41%	3.81%	+2.60%
Volatility (6M) Calculated over the trailing 6-month period	11.70%	9.83%	+1.87%
Volatility (1Y) Calculated over the trailing 1-year period	18.23%	17.49%	+0.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.80%	13.94%	+4.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.46%	16.83%	+2.63%