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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$15.36
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets2.79B
Moerus Worldwide Value N
Price$20.27
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets209.74M
KGGAX vs MOWNX Comparison Chart in %
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KGGAX vs. MOWNX commentary
Aug 18, 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 MOWNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.79B vs. MOWNX (210M). KGGAX (3.38) and MOWNX (3.32) have matching dividends . KGGAX was incepted earlier than MOWNX: KGGAX (12 years) vs MOWNX (9 years). MOWNX (1.81) is less costly to investors than KGGAX (1.27). MOWNX is a more actively managed with annual turnover of: 46.00 vs. KGGAX (43.00). MOWNX has a lower initial minimum investment than KGGAX: MOWNX (2500) vs KGGAX (3000). KGGAX annual gain was more profitable for investors over the last year : 33.92 vs. MOWNX (29.23). MOWNX return over 5 years is better than : 165.72 vs. KGGAX (44.47).
| KGGAX | MOWNX | KGGAX / MOWNX | |
| Total Expense Ratio | 1.27 | 1.51 | 84% |
| Annual Report Gross Expense Ratio | 1.27 | 1.81 | 70% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 39.005 | 24.738 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 210M | 1,330% |
| Annual Yield % from dividends | 3.38 | 3.32 | 102% |
| Returns for 1 year | 33.92 | 29.23 | 116% |
| Returns for 3 years | 36.89 | 86.48 | 43% |
| Returns for 5 years | 44.47 | 165.72 | 27% |
| Returns for 10 years | 176.74 | N/A | - |
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