Interact to see
Advertisement
Advertisement
GOFIX vs SBMBX
GOFIX vs SBMBX Comparison
Open Charts GOFIX vs SBMBX
Saratoga Energy & Basic Materials A
Price$12.12
Change-$0.07 (-0.57%)
VolumeN/A
Net Assets991.11K
GOFIX vs SBMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GOFIX 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 GOFIX is a Hold and SBMBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
GOFIX has more cash in the bank: 1.46B vs. SBMBX (991K). GOFIX pays higher dividends than SBMBX: GOFIX (2.94) vs SBMBX (0.81). GOFIX was incepted earlier than SBMBX: GOFIX (14 years) vs SBMBX (28 years). SBMBX (3.81) is less costly to investors than GOFIX (0.72). GOFIX (48.00) and SBMBX (47.00) have comparable annual turnover. SBMBX has a lower initial minimum investment than GOFIX: SBMBX (250) vs GOFIX (1000000). GOFIX annual gain was more profitable for investors over the last year : 3.46 vs. SBMBX (-0.42). SBMBX return over 5 years is better than : 73.11 vs. GOFIX (21.95).
| GOFIX | SBMBX | GOFIX / SBMBX | |
| Total Expense Ratio | 0.72 | 3.81 | 19% |
| Annual Report Gross Expense Ratio | 0.72 | 3.81 | 19% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 10.153 | 4.935 | 206% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 991K | 147,225% |
| Annual Yield % from dividends | 2.94 | 0.81 | 365% |
| Returns for 1 year | 3.46 | -0.42 | -821% |
| Returns for 3 years | -12.45 | 14.56 | -85% |
| Returns for 5 years | 21.95 | 73.11 | 30% |
| Returns for 10 years | 111.19 | 21.29 | 522% |