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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$15.26
Change-$0.10 (-0.65%)
VolumeN/A
Net Assets2.77B
Moerus Worldwide Value N
Price$20.11
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets206.07M
KGGAX vs MOWNX Comparison Chart in %
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KGGAX vs. MOWNX commentary
Jul 28, 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 StrongBuy and MOWNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.77B vs. MOWNX (206M). KGGAX (3.34) and MOWNX (3.33) 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 (32.60) and MOWNX (32.44) have marching annual gain over last year. MOWNX return over 5 years is better than : 170.67 vs. KGGAX (48.23).
| 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 | 38.100 | 23.754 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 206M | 1,346% |
| Annual Yield % from dividends | 3.34 | 3.33 | 100% |
| Returns for 1 year | 32.60 | 32.44 | 101% |
| Returns for 3 years | 39.51 | 100.49 | 39% |
| Returns for 5 years | 48.23 | 170.67 | 28% |
| Returns for 10 years | 177.60 | N/A | - |
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