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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$17.73
Change+$0.16 (+0.91%)
VolumeN/A
Net Assets3.2B
Moerus Worldwide Value N
Price$22.61
Change+$0.39 (+1.76%)
VolumeN/A
Net Assets236.04M
KGGAX vs MOWNX Comparison Chart in %
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KGGAX vs. MOWNX commentary
Dec 04, 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: 3.21B vs. MOWNX (236M). MOWNX (2.94) and KGGAX (2.85) have matching dividends . KGGAX was incepted earlier than MOWNX: KGGAX (12 years) vs MOWNX (10 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 : 50.06 vs. MOWNX (32.14). MOWNX return over 5 years is better than : 153.32 vs. KGGAX (62.05).
| 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 | 10 years | - |
| Gain YTD | 59.005 | 36.000 | 164% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 236M | 1,358% |
| Annual Yield % from dividends | 2.85 | 2.94 | 97% |
| Returns for 1 year | 50.06 | 32.14 | 156% |
| Returns for 3 years | 49.32 | 92.95 | 53% |
| Returns for 5 years | 62.05 | 153.32 | 40% |
| Returns for 10 years | 220.07 | N/A | - |
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