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KGGIX vs MOWIX
KGGIX vs MOWIX Comparison
Open Charts KGGIX vs MOWIX
Kopernik Global All-Cap I
Price$15.03
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.7B
Moerus Worldwide Value Institutional
Price$19.75
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets196.68M
KGGIX vs MOWIX Comparison Chart in %
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KGGIX vs. MOWIX commentary
Jul 09, 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 Hold and MOWIX is a Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.7B vs. MOWIX (197M). KGGIX (3.56) and MOWIX (3.48) have matching dividends . KGGIX was incepted earlier than MOWIX: KGGIX (12 years) vs MOWIX (9 years). MOWIX (1.56) is less costly to investors than KGGIX (1.02). 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 : 32.89 vs. MOWIX (27.59). MOWIX return over 5 years is better than : 180.09 vs. KGGIX (55.22).
| KGGIX | MOWIX | KGGIX / MOWIX | |
| Total Expense Ratio | 1.02 | 1.26 | 81% |
| Annual Report Gross Expense Ratio | 1.02 | 1.56 | 65% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 36.919 | 20.823 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 197M | 1,370% |
| Annual Yield % from dividends | 3.56 | 3.48 | 102% |
| Returns for 1 year | 32.89 | 27.59 | 119% |
| Returns for 3 years | 41.68 | 98.40 | 42% |
| Returns for 5 years | 55.22 | 180.09 | 31% |
| Returns for 10 years | 163.14 | N/A | - |
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