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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
Jul 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 894M vs. AWTAX (498M). PGNAX (0.85) and AWTAX (0.83) have matching dividends . 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 : 38.80 vs. AWTAX (-9.34). PGNAX return over 5 years is better than : 91.92 vs. AWTAX (-12.56).
| 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 | 0.369 | 11.676 | 3% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 498M | 894M | 56% |
| Annual Yield % from dividends | 0.83 | 0.85 | 98% |
| Returns for 1 year | -9.34 | 38.80 | -24% |
| Returns for 3 years | 1.24 | 52.22 | 2% |
| Returns for 5 years | -12.56 | 91.92 | -14% |
| Returns for 10 years | 44.04 | 142.60 | 31% |
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