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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$12.00
Change+$0.13 (+1.10%)
VolumeN/A
Net Assets2.04B
Moerus Worldwide Value N
Price$15.48
Change-$0.06 (-0.39%)
VolumeN/A
Net Assets152M
KGGIX vs MOWNX Comparison Chart
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KGGIX vs. MOWNX commentary
Apr 11, 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: 2.04B vs. MOWNX (152M). KGGIX pays higher dividends than MOWNX: KGGIX (4.21) vs MOWNX (3.85). KGGIX was incepted earlier than MOWNX: KGGIX (11 years) vs MOWNX (9 years). MOWNX (1.97) is less costly to investors than KGGIX (1.04). 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 : 3.88 vs. MOWNX (2.93). MOWNX return over 5 years is better than : 139.48 vs. KGGIX (55.88).
| KGGIX | MOWNX | KGGIX / MOWNX | |
| Total Expense Ratio | 1.04 | 1.51 | 69% |
| Annual Report Gross Expense Ratio | 1.04 | 1.97 | 53% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 8.204 | -4.369 | -188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 152M | 1,343% |
| Annual Yield % from dividends | 4.21 | 3.85 | 109% |
| Returns for 1 year | 3.88 | 2.93 | 133% |
| Returns for 3 years | -6.43 | 30.78 | -21% |
| Returns for 5 years | 55.88 | 139.48 | 40% |
| Returns for 10 years | 92.04 | N/A | - |
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