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FRNRX vs KBIWX
FRNRX vs KBIWX Comparison
Open Charts FRNRX vs KBIWX
Franklin Natural Resources A
Price$31.40
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets328.04M
KBI Global Investors Aquarius Instl
Price$11.99
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets55.44M
FRNRX vs KBIWX Comparison Chart in %
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FRNRX vs. KBIWX commentary
Jul 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 Buy and KBIWX is a Buy.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 328M vs. KBIWX (55.4M). FRNRX pays higher dividends than KBIWX: FRNRX (2.23) vs KBIWX (1.00). FRNRX was incepted earlier than KBIWX: FRNRX (30 years) vs KBIWX (7 years). KBIWX (1.37) is less costly to investors than FRNRX (1.02). KBIWX is a more actively managed with annual turnover of: 41.00 vs. FRNRX (11.86). FRNRX has a lower initial minimum investment than KBIWX: FRNRX (1000) vs KBIWX (100000). FRNRX annual gain was more profitable for investors over the last year : 4.02 vs. KBIWX (-2.21). FRNRX return over 5 years is better than : 132.80 vs. KBIWX (31.42).
| FRNRX | KBIWX | FRNRX / KBIWX | |
| Total Expense Ratio | 1.01 | 1.00 | 101% |
| Annual Report Gross Expense Ratio | 1.02 | 1.37 | 74% |
| Fund Existence | 30 years | 7 years | - |
| Gain YTD | 10.262 | 14.518 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 55.4M | 592% |
| Annual Yield % from dividends | 2.23 | 1.00 | 223% |
| Returns for 1 year | 4.02 | -2.21 | -182% |
| Returns for 3 years | 31.57 | 16.10 | 196% |
| Returns for 5 years | 132.80 | 31.42 | 423% |
| Returns for 10 years | 24.38 | N/A | - |
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