Interact to see
Advertisement
Advertisement
KGGAX vs MOWIX
KGGAX vs MOWIX Comparison
Open Charts KGGAX vs MOWIX
Kopernik Global All-Cap A
Price$15.29
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets2.77B
Moerus Worldwide Value Institutional
Price$20.16
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets206.45M
KGGAX vs MOWIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KGGAX vs. MOWIX commentary
Aug 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.77B vs. MOWIX (206M). MOWIX (3.47) and KGGAX (3.38) 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 : 33.84 vs. MOWIX (30.38). MOWIX return over 5 years is better than : 164.01 vs. KGGAX (43.51).
| 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 | 37.647 | 23.157 | 163% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 206M | 1,344% |
| Annual Yield % from dividends | 3.38 | 3.47 | 97% |
| Returns for 1 year | 33.84 | 30.38 | 111% |
| Returns for 3 years | 34.35 | 84.51 | 41% |
| Returns for 5 years | 43.51 | 164.01 | 27% |
| Returns for 10 years | 171.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement