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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$15.17
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
KGGIX vs MOWNX Comparison Chart in %
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KGGIX 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 KGGIX is a StrongBuy and MOWNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.77B vs. MOWNX (206M). KGGIX pays higher dividends than MOWNX: KGGIX (3.56) vs MOWNX (3.33). KGGIX was incepted earlier than MOWNX: KGGIX (12 years) vs MOWNX (9 years). MOWNX (1.81) is less costly to investors than KGGIX (1.02). MOWNX is a more actively managed with annual turnover of: 46.00 vs. KGGIX (43.00). MOWNX has a lower initial minimum investment than KGGIX: MOWNX (2500) vs KGGIX (1000000). KGGIX (32.87) and MOWNX (32.44) have marching annual gain over last year. MOWNX return over 5 years is better than : 170.67 vs. KGGIX (49.82).
| KGGIX | MOWNX | KGGIX / MOWNX | |
| Total Expense Ratio | 1.02 | 1.51 | 68% |
| Annual Report Gross Expense Ratio | 1.02 | 1.81 | 56% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 38.286 | 23.754 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.77B | 206M | 1,346% |
| Annual Yield % from dividends | 3.56 | 3.33 | 107% |
| Returns for 1 year | 32.87 | 32.44 | 101% |
| Returns for 3 years | 40.46 | 100.49 | 40% |
| Returns for 5 years | 49.82 | 170.67 | 29% |
| Returns for 10 years | 184.18 | N/A | - |
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