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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
Sep 10, 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 Buy and PGNAX is a Buy.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 978M vs. AWTAX (477M). AWTAX pays higher dividends than PGNAX: AWTAX (0.84) vs PGNAX (0.76). 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 : 48.23 vs. AWTAX (-12.13). PGNAX return over 5 years is better than : 127.20 vs. AWTAX (-18.94).
| 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 | -0.421 | 25.745 | -2% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 978M | 49% |
| Annual Yield % from dividends | 0.84 | 0.76 | 110% |
| Returns for 1 year | -12.13 | 48.23 | -25% |
| Returns for 3 years | 4.82 | 66.73 | 7% |
| Returns for 5 years | -18.94 | 127.20 | -15% |
| Returns for 10 years | 40.36 | 177.25 | 23% |
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