KBIWX
Price
$11.29
Change
+$0.07 (+0.62%)
Updated
Jun 15 closing price
Net Assets
49.42M
PGNAX
Price
$83.74
Change
+$0.05 (+0.06%)
Updated
Jun 15 closing price
Net Assets
972.67M
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KBIWX vs PGNAX

Header iconKBIWX vs PGNAX Comparison
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KBIWX vs PGNAX Comparison Chart in %
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KBIWX vs. PGNAX commentary
Jun 16, 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 KBIWX is a StrongBuy and PGNAX is a Hold.

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FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 973M vs. KBIWX (49.4M). KBIWX pays higher dividends than PGNAX: KBIWX (1.10) vs PGNAX (0.79). KBIWX was incepted earlier than PGNAX: KBIWX (8 years) vs PGNAX (36 years). KBIWX (1.39) is less costly to investors than PGNAX (1.26). PGNAX is a more actively managed with annual turnover of: 57.00 vs. KBIWX (52.00). 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 : 50.13 vs. KBIWX (-1.70). PGNAX return over 5 years is better than : 102.25 vs. KBIWX (-15.40).
KBIWXPGNAXKBIWX / PGNAX
Total Expense Ratio1.001.2679%
Annual Report Gross Expense Ratio1.391.26110%
Fund Existence8 years36 years-
Gain YTD2.37219.90012%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets49.4M973M5%
Annual Yield % from dividends1.100.79140%
Returns for 1 year-1.7050.13-3%
Returns for 3 years-0.8370.48-1%
Returns for 5 years-15.40102.25-15%
Returns for 10 yearsN/A175.53-
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