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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$12.47
Change-$0.14 (-1.11%)
VolumeN/A
Net Assets2.14B
Moerus Worldwide Value N
Price$16.91
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets163.43M
KGGAX vs MOWNX Comparison Chart
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KGGAX vs. MOWNX commentary
Apr 03, 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 MOWNX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.14B vs. MOWNX (163M). KGGAX (3.94) and MOWNX (3.85) have matching dividends . KGGAX was incepted earlier than MOWNX: KGGAX (11 years) vs MOWNX (9 years). MOWNX (1.97) is less costly to investors than KGGAX (1.29). MOWNX is a more actively managed with annual turnover of: 46.00 vs. KGGAX (43.00). MOWNX has a lower initial minimum investment than KGGAX: MOWNX (2500) vs KGGAX (3000). MOWNX annual gain was more profitable for investors over the last year : 14.30 vs. KGGAX (10.68). MOWNX return over 5 years is better than : 186.73 vs. KGGAX (79.26).
| KGGAX | MOWNX | KGGAX / MOWNX | |
| Total Expense Ratio | 1.29 | 1.51 | 85% |
| Annual Report Gross Expense Ratio | 1.29 | 1.97 | 65% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 14.118 | 3.692 | 382% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 163M | 1,315% |
| Annual Yield % from dividends | 3.94 | 3.85 | 102% |
| Returns for 1 year | 10.68 | 14.30 | 75% |
| Returns for 3 years | -1.52 | 41.04 | -4% |
| Returns for 5 years | 79.26 | 186.73 | 42% |
| Returns for 10 years | 106.54 | N/A | - |
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