Interact to see
Advertisement
Advertisement
KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$15.03
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.7B
Moerus Worldwide Value N
Price$19.68
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets196.68M
KGGIX vs MOWNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KGGIX vs. MOWNX 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 MOWNX is a Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.7B vs. MOWNX (197M). KGGIX pays higher dividends than MOWNX: KGGIX (3.56) vs MOWNX (3.33). KGGIX was incepted earlier than MOWNX: KGGIX (12 years) vs MOWNX (9 years). MOWNX (1.81) is less costly to investors than KGGIX (1.02). MOWNX is a more actively managed with annual turnover of: 46.00 vs. KGGIX (43.00). MOWNX has a lower initial minimum investment than KGGIX: MOWNX (2500) vs KGGIX (1000000). KGGIX annual gain was more profitable for investors over the last year : 32.89 vs. MOWNX (27.22). MOWNX return over 5 years is better than : 176.66 vs. KGGIX (55.22).
| KGGIX | MOWNX | KGGIX / MOWNX | |
| Total Expense Ratio | 1.02 | 1.51 | 68% |
| Annual Report Gross Expense Ratio | 1.02 | 1.81 | 56% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 36.919 | 20.615 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 197M | 1,370% |
| Annual Yield % from dividends | 3.56 | 3.33 | 107% |
| Returns for 1 year | 32.89 | 27.22 | 121% |
| Returns for 3 years | 41.68 | 97.02 | 43% |
| Returns for 5 years | 55.22 | 176.66 | 31% |
| Returns for 10 years | 163.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement