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PGNAX vs SBMBX
PGNAX vs SBMBX Comparison
Open Charts PGNAX vs SBMBX
PGIM Jennison Natural Resources A
Price$56.96
Change-$0.29 (-0.51%)
VolumeN/A
Net Assets689.35M
Saratoga Energy & Basic Materials A
Price$12.13
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.02M
PGNAX vs SBMBX Comparison Chart in %
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PGNAX vs. SBMBX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PGNAX has more cash in the bank: 689M vs. SBMBX (1.02M). PGNAX (0.87) and SBMBX (0.85) have matching dividends . PGNAX was incepted earlier than SBMBX: PGNAX (36 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 : 3.61 vs. SBMBX (-3.79). PGNAX return over 5 years is better than : 121.42 vs. SBMBX (73.71).
| PGNAX | SBMBX | PGNAX / SBMBX | |
| Total Expense Ratio | 1.26 | 3.81 | 33% |
| Annual Report Gross Expense Ratio | 1.26 | 3.81 | 33% |
| Fund Existence | 36 years | 28 years | - |
| Gain YTD | 11.994 | 5.022 | 239% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 689M | 1.02M | 67,615% |
| Annual Yield % from dividends | 0.87 | 0.85 | 102% |
| Returns for 1 year | 3.61 | -3.79 | -95% |
| Returns for 3 years | 26.19 | 19.17 | 137% |
| Returns for 5 years | 121.42 | 73.71 | 165% |
| Returns for 10 years | 85.43 | 12.84 | 665% |