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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$11.32
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
KGGIX vs MOWNX Comparison Chart
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KGGIX 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 KGGIX is a StrongBuy and MOWNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 1.9B vs. MOWNX (131M). KGGIX (4.72) and MOWNX (4.60) have matching dividends . KGGIX was incepted earlier than MOWNX: KGGIX (11 years) vs MOWNX (9 years). KGGIX is a more actively managed with annual turnover of: 39.00 vs. MOWNX (34.00). MOWNX has a lower initial minimum investment than KGGIX: MOWNX (2500) vs KGGIX (1000000). MOWNX annual gain was more profitable for investors over the last year : 22.29 vs. KGGIX (6.44). MOWNX return over 5 years is better than : 73.93 vs. KGGIX (38.95).
| KGGIX | MOWNX | KGGIX / 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 | 3.191 | 3.631 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 131M | 1,451% |
| Annual Yield % from dividends | 4.72 | 4.60 | 103% |
| Returns for 1 year | 6.44 | 22.29 | 29% |
| Returns for 3 years | -8.62 | 59.06 | -15% |
| Returns for 5 years | 38.95 | 73.93 | 53% |
| Returns for 10 years | 90.19 | N/A | - |
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