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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$14.40
Change-$0.15 (-1.03%)
VolumeN/A
Net Assets2.5B
Moerus Worldwide Value N
Price$19.24
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets197.95M
KGGIX vs MOWNX Comparison Chart
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KGGIX vs. MOWNX commentary
Jun 17, 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 Hold.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 2.5B vs. MOWNX (198M). KGGIX pays higher dividends than MOWNX: KGGIX (3.84) vs MOWNX (3.53). 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 : 29.15 vs. MOWNX (25.51). MOWNX return over 5 years is better than : 178.70 vs. KGGIX (56.47).
| 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 | 31.267 | 18.400 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 198M | 1,261% |
| Annual Yield % from dividends | 3.84 | 3.53 | 109% |
| Returns for 1 year | 29.15 | 25.51 | 114% |
| Returns for 3 years | 28.09 | 83.31 | 34% |
| Returns for 5 years | 56.47 | 178.70 | 32% |
| Returns for 10 years | 134.94 | N/A | - |
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