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FRNRX vs KBIWX
FRNRX vs KBIWX Comparison
Open Charts FRNRX vs KBIWX
Franklin Natural Resources A
Price$31.68
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets329.68M
KBI Global Investors Aquarius Instl
Price$12.04
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets55.52M
FRNRX vs KBIWX Comparison Chart in %
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FRNRX vs. KBIWX commentary
Jul 27, 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: 330M vs. KBIWX (55.5M). 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 (19.72). 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 : 5.60 vs. KBIWX (-5.60). FRNRX return over 5 years is better than : 124.65 vs. KBIWX (26.04).
| 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 | 11.245 | 14.995 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 55.5M | 595% |
| Annual Yield % from dividends | 2.23 | 1.00 | 223% |
| Returns for 1 year | 5.60 | -5.60 | -100% |
| Returns for 3 years | 34.75 | 13.08 | 266% |
| Returns for 5 years | 124.65 | 26.04 | 479% |
| Returns for 10 years | 37.58 | N/A | - |
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