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KBIWX vs PGNAX
KBIWX vs PGNAX Comparison
Open Charts KBIWX vs PGNAX
KBIWX vs PGNAX Comparison Chart in %
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KBIWX vs. PGNAX commentary
Sep 05, 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 Hold and PGNAX is a Buy.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 984M vs. KBIWX (41.5M). KBIWX pays higher dividends than PGNAX: KBIWX (1.06) vs PGNAX (0.76). KBIWX was incepted earlier than PGNAX: KBIWX (8 years) vs PGNAX (37 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 : 49.80 vs. KBIWX (-2.76). PGNAX return over 5 years is better than : 122.56 vs. KBIWX (-14.13).
| KBIWX | PGNAX | KBIWX / PGNAX | |
| Total Expense Ratio | 1.00 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.39 | 1.26 | 110% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 5.474 | 26.433 | 21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5M | 984M | 4% |
| Annual Yield % from dividends | 1.06 | 0.76 | 138% |
| Returns for 1 year | -2.76 | 49.80 | -6% |
| Returns for 3 years | 4.49 | 66.15 | 7% |
| Returns for 5 years | -14.13 | 122.56 | -12% |
| Returns for 10 years | N/A | 171.73 | - |
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