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SBMBX vs TRNEX
SBMBX vs TRNEX Comparison
Open Charts SBMBX vs TRNEX
Saratoga Energy & Basic Materials A
Price$11.29
Change-$0.15 (-1.31%)
VolumeN/A
Net Assets1.02M
T. Rowe Price New Era I
Price$37.48
Change-$0.48 (-1.26%)
VolumeN/A
Net Assets2.29B
SBMBX vs TRNEX Comparison Chart
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SBMBX vs. TRNEX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.29B vs. SBMBX (1.02M). TRNEX (2.35) and SBMBX (2.28) have matching dividends . SBMBX was incepted earlier than TRNEX: SBMBX (28 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 : -6.85 vs. SBMBX (-13.77). SBMBX return over 5 years is better than : 78.14 vs. TRNEX (67.24).
| SBMBX | TRNEX | SBMBX / TRNEX | |
| Total Expense Ratio | 3.81 | 0.57 | 668% |
| Annual Report Gross Expense Ratio | 3.81 | 0.57 | 668% |
| Fund Existence | 28 years | 9 years | - |
| Gain YTD | -0.952 | 2.290 | -42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02M | 2.29B | 0% |
| Annual Yield % from dividends | 2.28 | 2.35 | 97% |
| Returns for 1 year | -13.77 | -6.85 | 201% |
| Returns for 3 years | -1.14 | 0.67 | -169% |
| Returns for 5 years | 78.14 | 67.24 | 116% |
| Returns for 10 years | -12.21 | N/A | - |
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