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KBIWX vs PGNAX
KBIWX vs PGNAX Comparison
Open Charts KBIWX vs PGNAX
KBI Global Investors Aquarius Instl
Price$12.19
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets56.46M
PGIM Jennison Natural Resources A
Price$64.92
Change+$0.30 (+0.46%)
VolumeN/A
Net Assets732.36M
KBIWX vs PGNAX Comparison Chart in %
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KBIWX vs. PGNAX commentary
Oct 06, 2025
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 KBIWX is a Buy and PGNAX is a Hold.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 732M vs. KBIWX (56.5M). KBIWX pays higher dividends than PGNAX: KBIWX (0.98) vs PGNAX (0.77). KBIWX was incepted earlier than PGNAX: KBIWX (7 years) vs PGNAX (36 years). KBIWX (1.37) is less costly to investors than PGNAX (1.26). KBIWX is a more actively managed with annual turnover of: 41.00 vs. PGNAX (31.00). PGNAX has a lower initial minimum investment than KBIWX: PGNAX (1000) vs KBIWX (100000). PGNAX annual gain was more profitable for investors over the last year : 18.41 vs. KBIWX (-8.26). PGNAX return over 5 years is better than : 151.68 vs. KBIWX (21.34).
| KBIWX | PGNAX | KBIWX / PGNAX | |
| Total Expense Ratio | 1.00 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.37 | 1.26 | 109% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 16.428 | 27.645 | 59% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 732M | 8% |
| Annual Yield % from dividends | 0.98 | 0.77 | 127% |
| Returns for 1 year | -8.26 | 18.41 | -45% |
| Returns for 3 years | 20.52 | 27.78 | 74% |
| Returns for 5 years | 21.34 | 151.68 | 14% |
| Returns for 10 years | N/A | 115.54 | - |
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