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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$11.86
Change-$0.06 (-0.50%)
VolumeN/A
Net Assets2.01B
Moerus Worldwide Value N
Price$17.32
Change-$0.17 (-0.97%)
VolumeN/A
Net Assets165.54M
KGGAX vs MOWNX Comparison Chart
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KGGAX vs. MOWNX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.01B vs. MOWNX (166M). 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 : 25.17 vs. KGGAX (7.34). MOWNX return over 5 years is better than : 84.65 vs. KGGAX (44.68).
| 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 | 7.330 | 6.585 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 166M | 1,213% |
| Annual Yield % from dividends | 4.46 | 4.60 | 97% |
| Returns for 1 year | 7.34 | 25.17 | 29% |
| Returns for 3 years | -7.51 | 58.14 | -13% |
| Returns for 5 years | 44.68 | 84.65 | 53% |
| Returns for 10 years | 86.81 | N/A | - |