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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$11.78
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets2.01B
Moerus Worldwide Value N
Price$17.32
Change-$0.17 (-0.97%)
VolumeN/A
Net Assets165.54M
KGGIX vs MOWNX Comparison Chart
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KGGIX vs. MOWNX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.01B vs. MOWNX (166M). 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 : 25.17 vs. KGGIX (7.58). MOWNX return over 5 years is better than : 84.65 vs. KGGIX (46.23).
| 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 | 7.384 | 6.585 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 166M | 1,213% |
| Annual Yield % from dividends | 4.72 | 4.60 | 103% |
| Returns for 1 year | 7.58 | 25.17 | 30% |
| Returns for 3 years | -6.87 | 58.14 | -12% |
| Returns for 5 years | 46.23 | 84.65 | 55% |
| Returns for 10 years | 91.27 | N/A | - |
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