Interact to see
Advertisement
Advertisement
FRNRX vs SBMBX
FRNRX vs SBMBX Comparison
Open Charts FRNRX vs SBMBX
Franklin Natural Resources A
Price$32.91
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets341.68M
Saratoga Energy & Basic Materials A
Price$12.12
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets991.11K
FRNRX vs SBMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRNRX vs. SBMBX 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 SBMBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 342M vs. SBMBX (991K). 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 : 14.00 vs. SBMBX (-0.42). FRNRX return over 5 years is better than : 138.32 vs. SBMBX (73.11).
| 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 | 15.564 | 4.935 | 315% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 991K | 34,511% |
| Annual Yield % from dividends | 2.06 | 0.81 | 256% |
| Returns for 1 year | 14.00 | -0.42 | -3,323% |
| Returns for 3 years | 31.88 | 14.56 | 219% |
| Returns for 5 years | 138.32 | 73.11 | 189% |
| Returns for 10 years | 50.77 | 21.29 | 238% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers