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KGGIX vs MOWNX
KGGIX vs MOWNX Comparison
Open Charts KGGIX vs MOWNX
Kopernik Global All-Cap I
Price$17.12
Change+$0.15 (+0.88%)
VolumeN/A
Net Assets3.09B
Moerus Worldwide Value N
Price$22.04
Change+$0.23 (+1.05%)
VolumeN/A
Net Assets230.06M
KGGIX vs MOWNX Comparison Chart in %
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KGGIX vs. MOWNX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
KGGIX has more cash in the bank: 3.09B vs. MOWNX (230M). KGGIX (3.16) and MOWNX (3.04) have matching dividends . 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 : 48.34 vs. MOWNX (35.69). MOWNX return over 5 years is better than : 179.75 vs. KGGIX (67.84).
| 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 | 56.062 | 35.631 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 230M | 1,345% |
| Annual Yield % from dividends | 3.16 | 3.04 | 104% |
| Returns for 1 year | 48.34 | 35.69 | 135% |
| Returns for 3 years | 51.07 | 98.10 | 52% |
| Returns for 5 years | 67.84 | 179.75 | 38% |
| Returns for 10 years | 221.60 | N/A | - |
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