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KGGAX vs MOWIX
KGGAX vs MOWIX Comparison
Open Charts KGGAX vs MOWIX
Kopernik Global All-Cap A
Price$15.11
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.7B
Moerus Worldwide Value Institutional
Price$19.85
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets198.53M
KGGAX vs MOWIX Comparison Chart in %
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KGGAX vs. MOWIX commentary
Jul 07, 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 Hold and MOWIX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.7B vs. MOWIX (199M). MOWIX (3.48) and KGGAX (3.34) 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 : 33.75 vs. MOWIX (28.92). MOWIX return over 5 years is better than : 185.43 vs. KGGAX (56.78).
| 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 | 36.742 | 21.929 | 168% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 199M | 1,356% |
| Annual Yield % from dividends | 3.34 | 3.48 | 96% |
| Returns for 1 year | 33.75 | 28.92 | 117% |
| Returns for 3 years | 38.02 | 98.04 | 39% |
| Returns for 5 years | 56.78 | 185.43 | 31% |
| Returns for 10 years | 153.16 | N/A | - |
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