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KBIWX vs PGNAX
KBIWX vs PGNAX Comparison
Open Charts KBIWX vs PGNAX
KBI Global Investors Aquarius Instl
Price$11.93
Change+$0.12 (+1.02%)
VolumeN/A
Net Assets54.72M
PGIM Jennison Natural Resources A
Price$64.05
Change+$0.62 (+0.98%)
VolumeN/A
Net Assets716.33M
KBIWX vs PGNAX Comparison Chart in %
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KBIWX vs. PGNAX commentary
Sep 28, 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: 716M vs. KBIWX (54.7M). 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 : 18.76 vs. KBIWX (-11.47). PGNAX return over 5 years is better than : 155.17 vs. KBIWX (22.20).
| 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 | 13.945 | 25.934 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.7M | 716M | 8% |
| Annual Yield % from dividends | 0.98 | 0.84 | 117% |
| Returns for 1 year | -11.47 | 18.76 | -61% |
| Returns for 3 years | 26.55 | 43.88 | 61% |
| Returns for 5 years | 22.20 | 155.17 | 14% |
| Returns for 10 years | N/A | 142.79 | - |
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