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AWTAX vs PGNAX
AWTAX vs PGNAX Comparison
Open Charts AWTAX vs PGNAX
AWTAX vs PGNAX Comparison Chart in %
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AWTAX vs. PGNAX commentary
Jun 04, 2026
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 AWTAX is a StrongBuy and PGNAX is a Buy.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 1B vs. AWTAX (485M). AWTAX pays higher dividends than PGNAX: AWTAX (0.87) vs PGNAX (0.79). AWTAX was incepted earlier than PGNAX: AWTAX (18 years) vs PGNAX (36 years). AWTAX (1.49) is less costly to investors than PGNAX (1.26). PGNAX is a more actively managed with annual turnover of: 57.00 vs. AWTAX (29.00). AWTAX (6%) and PGNAX (6%) have equivalent initial investment costs. PGNAX has a lower initial minimum investment than AWTAX: PGNAX (1000) vs AWTAX (2500). PGNAX annual gain was more profitable for investors over the last year : 59.42 vs. AWTAX (-11.26). PGNAX return over 5 years is better than : 105.73 vs. AWTAX (-14.74).
| AWTAX | PGNAX | AWTAX / PGNAX | |
| Total Expense Ratio | 1.22 | 1.26 | 97% |
| Annual Report Gross Expense Ratio | 1.49 | 1.26 | 118% |
| Fund Existence | 18 years | 36 years | - |
| Gain YTD | -4.529 | 23.424 | -19% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 1B | 48% |
| Annual Yield % from dividends | 0.87 | 0.79 | 111% |
| Returns for 1 year | -11.26 | 59.42 | -19% |
| Returns for 3 years | -1.23 | 80.55 | -2% |
| Returns for 5 years | -14.74 | 105.73 | -14% |
| Returns for 10 years | 36.51 | 185.34 | 20% |
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