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FRNRX vs SBMBX
FRNRX vs SBMBX Comparison
Open Charts FRNRX vs SBMBX
Franklin Natural Resources A
Price$31.21
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets323.37M
Saratoga Energy & Basic Materials A
Price$11.71
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets981.64K
FRNRX vs SBMBX Comparison Chart in %
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FRNRX vs. SBMBX commentary
Aug 08, 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 Hold and SBMBX is a Buy.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 323M vs. SBMBX (982K). FRNRX pays higher dividends than SBMBX: FRNRX (2.21) vs SBMBX (0.84). 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 : 9.49 vs. SBMBX (-3.17). FRNRX return over 5 years is better than : 118.04 vs. SBMBX (66.16).
| 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 | 9.419 | 1.126 | 837% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 982K | 32,892% |
| Annual Yield % from dividends | 2.21 | 0.84 | 262% |
| Returns for 1 year | 9.49 | -3.17 | -299% |
| Returns for 3 years | 28.56 | 11.41 | 250% |
| Returns for 5 years | 118.04 | 66.16 | 178% |
| Returns for 10 years | 32.86 | 6.70 | 490% |
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