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KGGIX vs MOWIX
KGGIX vs MOWIX Comparison
Open Charts KGGIX vs MOWIX
Kopernik Global All-Cap I
Price$12.00
Change+$0.13 (+1.10%)
VolumeN/A
Net Assets2.04B
Moerus Worldwide Value Institutional
Price$15.52
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets152M
KGGIX vs MOWIX Comparison Chart
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KGGIX vs. MOWIX commentary
Apr 11, 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 KGGIX is a Buy and MOWIX is a Buy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.04B vs. MOWIX (152M). KGGIX (4.21) and MOWIX (4.03) have matching dividends . KGGIX was incepted earlier than MOWIX: KGGIX (11 years) vs MOWIX (9 years). MOWIX (1.72) is less costly to investors than KGGIX (1.04). MOWIX is a more actively managed with annual turnover of: 46.00 vs. KGGIX (43.00). MOWIX has a lower initial minimum investment than KGGIX: MOWIX (100000) vs KGGIX (1000000). KGGIX annual gain was more profitable for investors over the last year : 3.88 vs. MOWIX (3.12). MOWIX return over 5 years is better than : 142.47 vs. KGGIX (55.88).
| KGGIX | MOWIX | KGGIX / MOWIX | |
| Total Expense Ratio | 1.04 | 1.26 | 83% |
| Annual Report Gross Expense Ratio | 1.04 | 1.72 | 60% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 8.204 | -4.300 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 152M | 1,343% |
| Annual Yield % from dividends | 4.21 | 4.03 | 104% |
| Returns for 1 year | 3.88 | 3.12 | 124% |
| Returns for 3 years | -6.43 | 31.72 | -20% |
| Returns for 5 years | 55.88 | 142.47 | 39% |
| Returns for 10 years | 92.04 | N/A | - |
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