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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$11.40
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets1.9B
Moerus Worldwide Value N
Price$16.84
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets130.69M
KGGAX vs MOWNX Comparison Chart
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KGGAX vs. MOWNX commentary
Jan 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 MOWNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 1.9B vs. MOWNX (131M). MOWNX (4.60) and KGGAX (4.46) have matching dividends . KGGAX was incepted earlier than MOWNX: KGGAX (11 years) vs MOWNX (9 years). KGGAX is a more actively managed with annual turnover of: 39.00 vs. MOWNX (34.00). 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 : 22.29 vs. KGGAX (6.21). MOWNX return over 5 years is better than : 73.93 vs. KGGAX (37.38).
| KGGAX | MOWNX | KGGAX / MOWNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 3.167 | 3.631 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 131M | 1,451% |
| Annual Yield % from dividends | 4.46 | 4.60 | 97% |
| Returns for 1 year | 6.21 | 22.29 | 28% |
| Returns for 3 years | -9.22 | 59.06 | -16% |
| Returns for 5 years | 37.38 | 73.93 | 51% |
| Returns for 10 years | 85.80 | N/A | - |
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