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PGNAX vs SBMBX
PGNAX vs SBMBX Comparison
Open Charts PGNAX vs SBMBX
PGIM Jennison Natural Resources A
Price$57.35
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets696.92M
Saratoga Energy & Basic Materials A
Price$12.06
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.03M
PGNAX vs SBMBX Comparison Chart in %
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PGNAX vs. SBMBX commentary
Jul 07, 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 PGNAX is a Buy and SBMBX is a Buy.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 697M vs. SBMBX (1.03M). PGNAX (0.87) and SBMBX (0.85) have matching dividends . PGNAX was incepted earlier than SBMBX: PGNAX (35 years) vs SBMBX (28 years). SBMBX (3.81) is less costly to investors than PGNAX (1.26). SBMBX is a more actively managed with annual turnover of: 47.00 vs. PGNAX (31.00). SBMBX (6%) and PGNAX (6%) have equivalent initial investment costs. SBMBX has a lower initial minimum investment than PGNAX: SBMBX (250) vs PGNAX (1000). PGNAX annual gain was more profitable for investors over the last year : 1.03 vs. SBMBX (-5.75). PGNAX return over 5 years is better than : 144.32 vs. SBMBX (77.95).
| PGNAX | SBMBX | PGNAX / SBMBX | |
| Total Expense Ratio | 1.26 | 3.81 | 33% |
| Annual Report Gross Expense Ratio | 1.26 | 3.81 | 33% |
| Fund Existence | 35 years | 28 years | - |
| Gain YTD | 12.761 | 4.416 | 289% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 697M | 1.03M | 67,868% |
| Annual Yield % from dividends | 0.87 | 0.85 | 102% |
| Returns for 1 year | 1.03 | -5.75 | -18% |
| Returns for 3 years | 25.83 | 17.49 | 148% |
| Returns for 5 years | 144.32 | 77.95 | 185% |
| Returns for 10 years | 70.30 | 1.99 | 3,537% |
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