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KBIWX vs PGNAX
KBIWX vs PGNAX Comparison
Open Charts KBIWX vs PGNAX
KBI Global Investors Aquarius Instl
Price$12.00
Change-$0.08 (-0.66%)
VolumeN/A
Net Assets59.22M
PGIM Jennison Natural Resources A
Price$69.22
Change-$1.19 (-1.69%)
VolumeN/A
Net Assets772.66M
KBIWX vs PGNAX Comparison Chart in %
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KBIWX vs. PGNAX commentary
Dec 14, 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 Buy.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 773M vs. KBIWX (59.2M). KBIWX pays higher dividends than PGNAX: KBIWX (0.99) vs PGNAX (0.73). KBIWX was incepted earlier than PGNAX: KBIWX (7 years) vs PGNAX (36 years). KBIWX (1.39) is less costly to investors than PGNAX (1.26). KBIWX is a more actively managed with annual turnover of: 52.00 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 : 30.29 vs. KBIWX (-7.72). PGNAX return over 5 years is better than : 119.60 vs. KBIWX (6.50).
| KBIWX | PGNAX | KBIWX / PGNAX | |
| Total Expense Ratio | 1.00 | 1.26 | 79% |
| Annual Report Gross Expense Ratio | 1.39 | 1.26 | 110% |
| Fund Existence | 7 years | 36 years | - |
| Gain YTD | 15.377 | 38.439 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2M | 773M | 8% |
| Annual Yield % from dividends | 0.99 | 0.73 | 135% |
| Returns for 1 year | -7.72 | 30.29 | -25% |
| Returns for 3 years | 7.13 | 37.20 | 19% |
| Returns for 5 years | 6.50 | 119.60 | 5% |
| Returns for 10 years | N/A | 173.08 | - |
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