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SBMBX vs TRNEX
SBMBX vs TRNEX Comparison
Open Charts SBMBX vs TRNEX
Saratoga Energy & Basic Materials A
Price$10.59
Change-$0.91 (-7.91%)
VolumeN/A
Net Assets998.62K
T. Rowe Price New Era I
Price$34.10
Change-$2.89 (-7.81%)
VolumeN/A
Net Assets2.08B
SBMBX vs TRNEX Comparison Chart
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SBMBX vs. TRNEX 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 SBMBX is a Hold and TRNEX is a Hold.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.08B vs. SBMBX (999K). TRNEX pays higher dividends than SBMBX: TRNEX (2.20) vs SBMBX (2.07). SBMBX was incepted earlier than TRNEX: SBMBX (27 years) vs TRNEX (9 years). SBMBX (3.81) is less costly to investors than TRNEX (0.57). SBMBX is a more actively managed with annual turnover of: 47.00 vs. TRNEX (24.30). SBMBX has a lower initial minimum investment than TRNEX: SBMBX (250) vs TRNEX (500000). TRNEX annual gain was more profitable for investors over the last year : -15.66 vs. SBMBX (-20.47). SBMBX return over 5 years is better than : 92.67 vs. TRNEX (77.47).
| SBMBX | TRNEX | SBMBX / TRNEX | |
| Total Expense Ratio | 3.81 | 0.57 | 668% |
| Annual Report Gross Expense Ratio | 3.81 | 0.57 | 668% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -8.312 | -8.111 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 999K | 2.08B | 0% |
| Annual Yield % from dividends | 2.07 | 2.20 | 94% |
| Returns for 1 year | -20.47 | -15.66 | 131% |
| Returns for 3 years | -9.75 | -13.01 | 75% |
| Returns for 5 years | 92.67 | 77.47 | 120% |
| Returns for 10 years | -17.85 | N/A | - |
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