Interact to see
Advertisement
Advertisement
KBIWX vs PGNAX
KBIWX vs PGNAX Comparison
Open Charts KBIWX vs PGNAX
KBI Global Investors Aquarius Instl
Price$12.07
Change-$0.09 (-0.74%)
VolumeN/A
Net Assets55.43M
PGIM Jennison Natural Resources A
Price$60.91
Change-$0.23 (-0.38%)
VolumeN/A
Net Assets689.3M
KBIWX vs PGNAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
KBIWX vs. PGNAX commentary
Sep 15, 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 Hold and PGNAX is a Hold.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 689M vs. KBIWX (55.4M). KBIWX pays higher dividends than PGNAX: KBIWX (0.98) vs PGNAX (0.84). 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 : 19.22 vs. KBIWX (-6.88). PGNAX return over 5 years is better than : 135.44 vs. KBIWX (22.37).
| 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 | 15.282 | 19.760 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.4M | 689M | 8% |
| Annual Yield % from dividends | 0.98 | 0.84 | 117% |
| Returns for 1 year | -6.88 | 19.22 | -36% |
| Returns for 3 years | 14.09 | 19.41 | 73% |
| Returns for 5 years | 22.37 | 135.44 | 17% |
| Returns for 10 years | N/A | 113.49 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement