Interact to see
Advertisement
Advertisement
AWTAX vs PGNAX
AWTAX vs PGNAX Comparison
Open Charts AWTAX vs PGNAX
AWTAX vs PGNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AWTAX vs. PGNAX commentary
Aug 20, 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 Hold and PGNAX is a Hold.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 967M vs. AWTAX (486M). PGNAX (0.84) and AWTAX (0.84) have matching dividends . AWTAX was incepted earlier than PGNAX: AWTAX (18 years) vs PGNAX (37 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 : 53.38 vs. AWTAX (-12.26). PGNAX return over 5 years is better than : 135.60 vs. AWTAX (-17.85).
| 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 | 37 years | - |
| Gain YTD | -0.474 | 22.665 | -2% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 967M | 50% |
| Annual Yield % from dividends | 0.84 | 0.84 | 100% |
| Returns for 1 year | -12.26 | 53.38 | -23% |
| Returns for 3 years | 3.63 | 67.01 | 5% |
| Returns for 5 years | -17.85 | 135.60 | -13% |
| Returns for 10 years | 36.87 | 160.93 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers