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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$14.22
Change+$0.13 (+0.92%)
VolumeN/A
Net Assets2.44B
Moerus Worldwide Value N
Price$18.73
Change+$0.21 (+1.13%)
VolumeN/A
Net Assets188.02M
KGGIX vs MOWNX Comparison Chart
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KGGIX vs. MOWNX commentary
Jun 06, 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 MOWNX is a Buy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.44B vs. MOWNX (188M). KGGIX pays higher dividends than MOWNX: KGGIX (3.84) vs MOWNX (3.53). 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 : 23.62 vs. MOWNX (18.66). MOWNX return over 5 years is better than : 151.61 vs. KGGIX (49.46).
| 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 | 28.441 | 13.969 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 188M | 1,300% |
| Annual Yield % from dividends | 3.84 | 3.53 | 109% |
| Returns for 1 year | 23.62 | 18.66 | 127% |
| Returns for 3 years | 17.68 | 59.91 | 30% |
| Returns for 5 years | 49.46 | 151.61 | 33% |
| Returns for 10 years | 127.41 | N/A | - |
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