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FRNRX vs SBMBX
FRNRX vs SBMBX Comparison
Open Charts FRNRX vs SBMBX
Franklin Natural Resources A
Price$31.68
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets329.68M
Saratoga Energy & Basic Materials A
Price$12.13
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.02M
FRNRX vs SBMBX Comparison Chart in %
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FRNRX vs. SBMBX 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 Hold and SBMBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FRNRX has more cash in the bank: 330M vs. SBMBX (1.02M). FRNRX pays higher dividends than SBMBX: FRNRX (2.23) vs SBMBX (0.85). 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 : 5.60 vs. SBMBX (-3.79). FRNRX return over 5 years is better than : 124.65 vs. SBMBX (73.71).
| 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 | 11.245 | 5.022 | 224% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 1.02M | 32,385% |
| Annual Yield % from dividends | 2.23 | 0.85 | 261% |
| Returns for 1 year | 5.60 | -3.79 | -148% |
| Returns for 3 years | 34.75 | 19.17 | 181% |
| Returns for 5 years | 124.65 | 73.71 | 169% |
| Returns for 10 years | 37.58 | 12.84 | 293% |
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