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AWTIX vs PGNAX
AWTIX vs PGNAX Comparison
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AWTIX vs PGNAX Comparison Chart in %
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AWTIX vs. PGNAX commentary
Jul 03, 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 AWTIX is a Hold and PGNAX is a Hold.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 887M vs. AWTIX (501M). AWTIX pays higher dividends than PGNAX: AWTIX (1.16) vs PGNAX (0.85). AWTIX was incepted earlier than PGNAX: AWTIX (18 years) vs PGNAX (36 years). PGNAX (1.26) and AWTIX (1.23) have similar cost to investors . PGNAX is a more actively managed with annual turnover of: 57.00 vs. AWTIX (29.00). PGNAX has a lower initial minimum investment than AWTIX: PGNAX (1000) vs AWTIX (1000000). PGNAX annual gain was more profitable for investors over the last year : 36.12 vs. AWTIX (-9.13). PGNAX return over 5 years is better than : 86.62 vs. AWTIX (-10.79).
| AWTIX | PGNAX | AWTIX / PGNAX | |
| Total Expense Ratio | 0.93 | 1.26 | 74% |
| Annual Report Gross Expense Ratio | 1.23 | 1.26 | 98% |
| Fund Existence | 18 years | 36 years | - |
| Gain YTD | 0.922 | 10.659 | 9% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 501M | 887M | 56% |
| Annual Yield % from dividends | 1.16 | 0.85 | 137% |
| Returns for 1 year | -9.13 | 36.12 | -25% |
| Returns for 3 years | 1.74 | 55.18 | 3% |
| Returns for 5 years | -10.79 | 86.62 | -12% |
| Returns for 10 years | 45.90 | 145.33 | 32% |