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KGGAX vs MOWIX
KGGAX vs MOWIX Comparison
Open Charts KGGAX vs MOWIX
Kopernik Global All-Cap A
Price$11.86
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets2.01B
Moerus Worldwide Value Institutional
Price$17.36
Change-$0.17 (-0.97%)
VolumeN/A
Net Assets165.54M
KGGAX vs MOWIX Comparison Chart
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KGGAX vs. MOWIX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is KGGAX is a StrongBuy and MOWIX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.01B vs. MOWIX (166M). MOWIX pays higher dividends than KGGAX: MOWIX (4.78) vs KGGAX (4.46). KGGAX was incepted earlier than MOWIX: KGGAX (11 years) vs MOWIX (9 years). KGGAX is a more actively managed with annual turnover of: 39.00 vs. MOWIX (34.00). KGGAX has a lower initial minimum investment than MOWIX: KGGAX (3000) vs MOWIX (100000). MOWIX annual gain was more profitable for investors over the last year : 25.42 vs. KGGAX (7.34). MOWIX return over 5 years is better than : 86.99 vs. KGGAX (44.68).
| KGGAX | MOWIX | KGGAX / MOWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 7.330 | 6.634 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 166M | 1,213% |
| Annual Yield % from dividends | 4.46 | 4.78 | 93% |
| Returns for 1 year | 7.34 | 25.42 | 29% |
| Returns for 3 years | -7.51 | 59.36 | -13% |
| Returns for 5 years | 44.68 | 86.99 | 51% |
| Returns for 10 years | 86.81 | N/A | - |
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