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FRNRX vs SBMBX
FRNRX vs SBMBX Comparison
Open Charts FRNRX vs SBMBX
Franklin Natural Resources A
Price$26.20
Change-$2.34 (-8.20%)
VolumeN/A
Net Assets279.61M
Saratoga Energy & Basic Materials A
Price$10.59
Change-$0.91 (-7.91%)
VolumeN/A
Net Assets998.62K
FRNRX vs SBMBX Comparison Chart
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FRNRX vs. SBMBX commentary
Apr 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 FRNRX is a Hold and SBMBX is a Hold.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 280M vs. SBMBX (999K). FRNRX pays higher dividends than SBMBX: FRNRX (2.31) vs SBMBX (2.07). FRNRX was incepted earlier than SBMBX: FRNRX (30 years) vs SBMBX (27 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 : -15.84 vs. SBMBX (-20.47). FRNRX return over 5 years is better than : 157.31 vs. SBMBX (92.67).
| 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 | 27 years | - |
| Gain YTD | -7.998 | -8.312 | 96% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 999K | 28,028% |
| Annual Yield % from dividends | 2.31 | 2.07 | 112% |
| Returns for 1 year | -15.84 | -20.47 | 77% |
| Returns for 3 years | -2.70 | -9.75 | 28% |
| Returns for 5 years | 157.31 | 92.67 | 170% |
| Returns for 10 years | -4.09 | -17.85 | 23% |
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