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KGGAX vs MOWIX
KGGAX vs MOWIX Comparison
Open Charts KGGAX vs MOWIX
Kopernik Global All-Cap A
Price$14.35
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets2.47B
Moerus Worldwide Value Institutional
Price$18.89
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets190.57M
KGGAX vs MOWIX Comparison Chart
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KGGAX vs. MOWIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.47B vs. MOWIX (191M). 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 : 23.95 vs. MOWIX (19.65). MOWIX return over 5 years is better than : 157.54 vs. KGGAX (49.02).
| 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 | 29.412 | 15.418 | 191% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 191M | 1,291% |
| Annual Yield % from dividends | 3.60 | 3.70 | 97% |
| Returns for 1 year | 23.95 | 19.65 | 122% |
| Returns for 3 years | 17.35 | 63.50 | 27% |
| Returns for 5 years | 49.02 | 157.54 | 31% |
| Returns for 10 years | 124.17 | N/A | - |
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