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FRNRX vs SBMBX
FRNRX vs SBMBX Comparison
Open Charts FRNRX vs SBMBX
Franklin Natural Resources A
Price$35.18
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets361.96M
Saratoga Energy & Basic Materials A
Price$12.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.01M
FRNRX vs SBMBX Comparison Chart in %
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FRNRX vs. SBMBX commentary
Oct 09, 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 FRNRX is a Buy and SBMBX is a Buy.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 362M vs. SBMBX (1.01M). FRNRX pays higher dividends than SBMBX: FRNRX (1.98) vs SBMBX (0.81). FRNRX was incepted earlier than SBMBX: FRNRX (30 years) vs SBMBX (28 years). SBMBX (3.81) is less costly to investors than FRNRX (1.02). SBMBX is a more actively managed with annual turnover of: 47.00 vs. FRNRX (19.72). SBMBX (6%) and FRNRX (6%) have equivalent initial investment costs. SBMBX has a lower initial minimum investment than FRNRX: SBMBX (250) vs FRNRX (1000). FRNRX annual gain was more profitable for investors over the last year : 14.60 vs. SBMBX (-2.49). FRNRX return over 5 years is better than : 166.24 vs. SBMBX (82.51).
| FRNRX | SBMBX | FRNRX / SBMBX | |
| Total Expense Ratio | 1.01 | 3.81 | 27% |
| Annual Report Gross Expense Ratio | 1.02 | 3.81 | 27% |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | 22.658 | 7.532 | 301% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 1.01M | 35,700% |
| Annual Yield % from dividends | 1.98 | 0.81 | 246% |
| Returns for 1 year | 14.60 | -2.49 | -587% |
| Returns for 3 years | 38.06 | 16.56 | 230% |
| Returns for 5 years | 166.24 | 82.51 | 201% |
| Returns for 10 years | 47.94 | 14.64 | 327% |
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