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FRNRX vs KBIWX
FRNRX vs KBIWX Comparison
Open Charts FRNRX vs KBIWX
Franklin Natural Resources A
Price$32.91
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets341.68M
KBI Global Investors Aquarius Instl
Price$12.03
Change+$0.16 (+1.35%)
VolumeN/A
Net Assets56.25M
FRNRX vs KBIWX Comparison Chart in %
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FRNRX vs. KBIWX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 342M vs. KBIWX (56.2M). FRNRX pays higher dividends than KBIWX: FRNRX (2.06) vs KBIWX (0.98). 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 : 14.00 vs. KBIWX (-6.13). FRNRX return over 5 years is better than : 138.32 vs. KBIWX (22.29).
| 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 | 15.564 | 15.950 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 56.2M | 609% |
| Annual Yield % from dividends | 2.06 | 0.98 | 210% |
| Returns for 1 year | 14.00 | -6.13 | -228% |
| Returns for 3 years | 31.88 | 16.67 | 191% |
| Returns for 5 years | 138.32 | 22.29 | 621% |
| Returns for 10 years | 50.77 | N/A | - |
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