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FRNRX vs SBMBX
FRNRX vs SBMBX Comparison
Open Charts FRNRX vs SBMBX
Franklin Natural Resources A
Price$34.77
Change+$0.29 (+0.84%)
VolumeN/A
Net Assets361.61M
Saratoga Energy & Basic Materials A
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets1.02M
FRNRX vs SBMBX Comparison Chart in %
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FRNRX vs. SBMBX commentary
Sep 28, 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 SBMBX is a Hold.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 362M vs. SBMBX (1.02M). FRNRX pays higher dividends than SBMBX: FRNRX (2.06) vs SBMBX (0.81). FRNRX was incepted earlier than SBMBX: FRNRX (30 years) vs SBMBX (28 years). SBMBX (3.81) is less costly to investors than FRNRX (1.02). SBMBX is a more actively managed with annual turnover of: 47.00 vs. FRNRX (19.72). SBMBX (6%) and FRNRX (6%) have equivalent initial investment costs. SBMBX has a lower initial minimum investment than FRNRX: SBMBX (250) vs FRNRX (1000). FRNRX annual gain was more profitable for investors over the last year : 16.88 vs. SBMBX (0.01). FRNRX return over 5 years is better than : 176.36 vs. SBMBX (91.64).
| FRNRX | SBMBX | FRNRX / SBMBX | |
| Total Expense Ratio | 1.01 | 3.81 | 27% |
| Annual Report Gross Expense Ratio | 1.02 | 3.81 | 27% |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | 22.096 | 8.571 | 258% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 1.02M | 35,490% |
| Annual Yield % from dividends | 2.06 | 0.81 | 256% |
| Returns for 1 year | 16.88 | 0.01 | 123,527% |
| Returns for 3 years | 55.35 | 31.98 | 173% |
| Returns for 5 years | 176.36 | 91.64 | 192% |
| Returns for 10 years | 76.23 | 36.89 | 207% |
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