SBMBX
Price
$11.94
Change
+$0.11 (+0.93%)
Updated
Jun 13 closing price
Net Assets
1M
TRNEX
Price
$39.67
Change
+$0.17 (+0.43%)
Updated
Jun 13 closing price
Net Assets
2.38B
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SBMBX vs TRNEX

Header iconSBMBX vs TRNEX Comparison
Open Charts SBMBX vs TRNEXBanner chart's image
Saratoga Energy & Basic Materials A
Price$11.94
Change+$0.11 (+0.93%)
VolumeN/A
Net Assets1M
T. Rowe Price New Era I
Price$39.67
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets2.38B
SBMBX vs TRNEX Comparison Chart
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SBMBX vs. TRNEX 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 SBMBX is a Buy and TRNEX is a Buy.

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FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.38B vs. SBMBX (1M). TRNEX (2.27) and SBMBX (2.23) have matching dividends . SBMBX was incepted earlier than TRNEX: SBMBX (28 years) vs TRNEX (10 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 : 2.33 vs. SBMBX (-5.27). SBMBX return over 5 years is better than : 73.60 vs. TRNEX (65.92).
SBMBXTRNEXSBMBX / TRNEX
Total Expense Ratio3.810.57668%
Annual Report Gross Expense Ratio3.810.57668%
Fund Existence28 years10 years-
Gain YTD2.4246.44038%
Front Load6%N/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1M2.38B0%
Annual Yield % from dividends2.232.2798%
Returns for 1 year-5.272.33-226%
Returns for 3 years3.086.8945%
Returns for 5 years73.6065.92112%
Returns for 10 years-6.95N/A-
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