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KGGAX vs MOWNX
KGGAX vs MOWNX Comparison
Open Charts KGGAX vs MOWNX
Kopernik Global All-Cap A
Price$14.48
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets2.5B
Moerus Worldwide Value N
Price$19.24
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets197.95M
KGGAX vs MOWNX Comparison Chart
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KGGAX vs. MOWNX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
KGGAX has more cash in the bank: 2.5B vs. MOWNX (198M). KGGAX (3.60) and MOWNX (3.53) 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 : 28.82 vs. MOWNX (25.51). MOWNX return over 5 years is better than : 178.70 vs. KGGAX (54.70).
| 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 | 31.041 | 18.400 | 169% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 198M | 1,261% |
| Annual Yield % from dividends | 3.60 | 3.53 | 102% |
| Returns for 1 year | 28.82 | 25.51 | 113% |
| Returns for 3 years | 27.19 | 83.31 | 33% |
| Returns for 5 years | 54.70 | 178.70 | 31% |
| Returns for 10 years | 129.46 | N/A | - |
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