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KGGAX vs MOWIX
KGGAX vs MOWIX Comparison
Open Charts KGGAX vs MOWIX
Kopernik Global All-Cap A
Price$14.48
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets2.5B
Moerus Worldwide Value Institutional
Price$19.31
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets197.95M
KGGAX vs MOWIX Comparison Chart
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KGGAX vs. MOWIX commentary
Jun 16, 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 KGGAX is a Buy and MOWIX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.5B vs. MOWIX (198M). MOWIX (3.70) and KGGAX (3.60) have matching dividends . KGGAX was incepted earlier than MOWIX: KGGAX (12 years) vs MOWIX (9 years). MOWIX (1.56) is less costly to investors than KGGAX (1.27). MOWIX is a more actively managed with annual turnover of: 46.00 vs. KGGAX (43.00). KGGAX has a lower initial minimum investment than MOWIX: KGGAX (3000) vs MOWIX (100000). KGGAX annual gain was more profitable for investors over the last year : 28.82 vs. MOWIX (25.88). MOWIX return over 5 years is better than : 182.16 vs. KGGAX (54.70).
| KGGAX | MOWIX | KGGAX / MOWIX | |
| Total Expense Ratio | 1.27 | 1.26 | 101% |
| Annual Report Gross Expense Ratio | 1.27 | 1.56 | 81% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 31.041 | 18.612 | 167% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 198M | 1,261% |
| Annual Yield % from dividends | 3.60 | 3.70 | 97% |
| Returns for 1 year | 28.82 | 25.88 | 111% |
| Returns for 3 years | 27.19 | 84.64 | 32% |
| Returns for 5 years | 54.70 | 182.16 | 30% |
| Returns for 10 years | 129.46 | N/A | - |
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