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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$15.28
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets2.79B
Moerus Worldwide Value N
Price$20.27
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets209.74M
KGGIX vs MOWNX Comparison Chart in %
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KGGIX vs. MOWNX commentary
Aug 18, 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 Buy and MOWNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.79B vs. MOWNX (210M). KGGIX pays higher dividends than MOWNX: KGGIX (3.61) vs MOWNX (3.32). 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 : 34.28 vs. MOWNX (29.23). MOWNX return over 5 years is better than : 165.72 vs. KGGIX (46.22).
| 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 | 39.289 | 24.738 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 210M | 1,330% |
| Annual Yield % from dividends | 3.61 | 3.32 | 109% |
| Returns for 1 year | 34.28 | 29.23 | 117% |
| Returns for 3 years | 37.80 | 86.48 | 44% |
| Returns for 5 years | 46.22 | 165.72 | 28% |
| Returns for 10 years | 183.10 | N/A | - |
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