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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$15.11
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.7B
Moerus Worldwide Value N
Price$19.78
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets198.53M
KGGAX vs MOWNX Comparison Chart in %
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KGGAX vs. MOWNX 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 MOWNX is a Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.7B vs. MOWNX (199M). 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 annual gain was more profitable for investors over the last year : 33.75 vs. MOWNX (28.55). MOWNX return over 5 years is better than : 181.94 vs. KGGAX (56.78).
| 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 | 36.742 | 21.723 | 169% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 199M | 1,356% |
| Annual Yield % from dividends | 3.34 | 3.33 | 100% |
| Returns for 1 year | 33.75 | 28.55 | 118% |
| Returns for 3 years | 38.02 | 96.49 | 39% |
| Returns for 5 years | 56.78 | 181.94 | 31% |
| Returns for 10 years | 153.16 | N/A | - |
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