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KGGIX vs MOWIX
KGGIX vs MOWIX Comparison
Open Charts KGGIX vs MOWIX
Kopernik Global All-Cap I
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.7B
Moerus Worldwide Value Institutional
Price$19.85
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets198.53M
KGGIX vs MOWIX Comparison Chart in %
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KGGIX vs. MOWIX commentary
Jul 08, 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 KGGIX is a Hold and MOWIX is a Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.7B vs. MOWIX (199M). KGGIX (3.56) and MOWIX (3.48) have matching dividends . KGGIX was incepted earlier than MOWIX: KGGIX (12 years) vs MOWIX (9 years). MOWIX (1.56) is less costly to investors than KGGIX (1.02). MOWIX is a more actively managed with annual turnover of: 46.00 vs. KGGIX (43.00). MOWIX has a lower initial minimum investment than KGGIX: MOWIX (100000) vs KGGIX (1000000). KGGIX annual gain was more profitable for investors over the last year : 34.02 vs. MOWIX (28.92). MOWIX return over 5 years is better than : 185.43 vs. KGGIX (58.63).
| KGGIX | MOWIX | KGGIX / MOWIX | |
| Total Expense Ratio | 1.02 | 1.26 | 81% |
| Annual Report Gross Expense Ratio | 1.02 | 1.56 | 65% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 36.919 | 21.929 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 199M | 1,356% |
| Annual Yield % from dividends | 3.56 | 3.48 | 102% |
| Returns for 1 year | 34.02 | 28.92 | 118% |
| Returns for 3 years | 38.96 | 98.04 | 40% |
| Returns for 5 years | 58.63 | 185.43 | 32% |
| Returns for 10 years | 159.12 | N/A | - |