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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$15.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.7B
Moerus Worldwide Value N
Price$19.60
Change-$0.18 (-0.91%)
VolumeN/A
Net Assets198.53M
KGGIX vs MOWNX Comparison Chart in %
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KGGIX vs. MOWNX 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 MOWNX is a Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.7B vs. MOWNX (199M). 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 annual gain was more profitable for investors over the last year : 34.02 vs. MOWNX (28.55). MOWNX return over 5 years is better than : 181.94 vs. KGGIX (58.63).
| 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 | 36.919 | 21.723 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 199M | 1,356% |
| Annual Yield % from dividends | 3.56 | 3.33 | 107% |
| Returns for 1 year | 34.02 | 28.55 | 119% |
| Returns for 3 years | 38.96 | 96.49 | 40% |
| Returns for 5 years | 58.63 | 181.94 | 32% |
| Returns for 10 years | 159.12 | N/A | - |
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