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SAMBX vs SFRZX
SAMBX vs SFRZX Comparison Chart in %
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SAMBX vs. SFRZX commentary
Aug 02, 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 SAMBX is a Hold and SFRZX is a Hold.
FUNDAMENTALS
Fundamentals
SAMBX (1.38B) and SFRZX (1.38B) have equal amount of cash in the bank . SFRZX (9.03) and SAMBX (8.93) have matching dividends . SAMBX was incepted earlier than SFRZX: SAMBX (19 years) vs SFRZX (11 years). SAMBX (0.77) is less costly to investors than SFRZX (0.64). SAMBX (110.00) and SFRZX (110.00) have comparable annual turnover. SAMBX has a lower initial minimum investment than SFRZX: SAMBX (100000) vs SFRZX (2500000). SFRZX (6.46) and SAMBX (6.36) have marching annual gain over last year. SFRZX (37.63) and SAMBX (36.77) have equivalent 5 years return.
| SAMBX | SFRZX | SAMBX / SFRZX | |
| Total Expense Ratio | 0.64 | 0.54 | 119% |
| Annual Report Gross Expense Ratio | 0.77 | 0.64 | 120% |
| Fund Existence | 19 years | 11 years | - |
| Gain YTD | 2.352 | 2.407 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 2500000 | 4% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 1.38B | 100% |
| Annual Yield % from dividends | 8.93 | 9.03 | 99% |
| Returns for 1 year | 6.36 | 6.46 | 98% |
| Returns for 3 years | 27.13 | 27.51 | 99% |
| Returns for 5 years | 36.77 | 37.63 | 98% |
| Returns for 10 years | 54.57 | 56.34 | 97% |
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