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FRNRX vs SBMBX
FRNRX vs SBMBX Comparison
Open Charts FRNRX vs SBMBX
Franklin Natural Resources A
Price$30.98
Change+$0.26 (+0.85%)
VolumeN/A
Net Assets317.35M
Saratoga Energy & Basic Materials A
Price$11.94
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets1M
FRNRX vs SBMBX Comparison Chart
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FRNRX vs. SBMBX commentary
Jun 15, 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: 317M vs. SBMBX (1M). FRNRX pays higher dividends than SBMBX: FRNRX (2.40) vs SBMBX (2.23). 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 (11.86). 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 : 4.68 vs. SBMBX (-5.27). FRNRX return over 5 years is better than : 122.61 vs. SBMBX (73.60).
| 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 | 7.874 | 2.424 | 325% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 1M | 31,637% |
| Annual Yield % from dividends | 2.40 | 2.23 | 108% |
| Returns for 1 year | 4.68 | -5.27 | -89% |
| Returns for 3 years | 15.49 | 3.08 | 502% |
| Returns for 5 years | 122.61 | 73.60 | 167% |
| Returns for 10 years | 12.85 | -6.95 | -185% |
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