Interact to see
Advertisement
Advertisement
KGGAX vs MOWIX
KGGAX vs MOWIX Comparison
Open Charts KGGAX vs MOWIX
Kopernik Global All-Cap A
Price$15.04
Change+$0.25 (+1.69%)
VolumeN/A
Net Assets2.61B
Moerus Worldwide Value Institutional
Price$19.48
Change+$0.27 (+1.41%)
VolumeN/A
Net Assets192.4M
KGGAX vs MOWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KGGAX vs. MOWIX commentary
Jun 27, 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 Buy and MOWIX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.61B vs. MOWIX (192M). MOWIX (3.70) and KGGAX (3.60) have matching dividends . KGGAX was incepted earlier than MOWIX: KGGAX (12 years) vs MOWIX (9 years). MOWIX (1.56) is less costly to investors than KGGAX (1.27). MOWIX is a more actively managed with annual turnover of: 46.00 vs. KGGAX (43.00). KGGAX has a lower initial minimum investment than MOWIX: KGGAX (3000) vs MOWIX (100000). KGGAX annual gain was more profitable for investors over the last year : 31.81 vs. MOWIX (26.58). MOWIX return over 5 years is better than : 187.15 vs. KGGAX (59.16).
| KGGAX | MOWIX | KGGAX / MOWIX | |
| Total Expense Ratio | 1.27 | 1.26 | 101% |
| Annual Report Gross Expense Ratio | 1.27 | 1.56 | 81% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 33.846 | 17.998 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.61B | 192M | 1,358% |
| Annual Yield % from dividends | 3.60 | 3.70 | 97% |
| Returns for 1 year | 31.81 | 26.58 | 120% |
| Returns for 3 years | 30.43 | 86.10 | 35% |
| Returns for 5 years | 59.16 | 187.15 | 32% |
| Returns for 10 years | 142.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers