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GOFIX vs SBMBX
GOFIX vs SBMBX Comparison
Open Charts GOFIX vs SBMBX
Saratoga Energy & Basic Materials A
Price$11.91
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets977.5K
GOFIX vs SBMBX Comparison Chart in %
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GOFIX vs. SBMBX commentary
Aug 19, 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: 1.44B vs. SBMBX (978K). GOFIX pays higher dividends than SBMBX: GOFIX (3.20) vs SBMBX (0.84). 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 : -3.55 vs. SBMBX (-4.86). SBMBX return over 5 years is better than : 64.82 vs. GOFIX (15.70).
| 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 | 6.321 | 3.117 | 203% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 978K | 146,728% |
| Annual Yield % from dividends | 3.20 | 0.84 | 380% |
| Returns for 1 year | -3.55 | -4.86 | 73% |
| Returns for 3 years | -18.94 | 9.52 | -199% |
| Returns for 5 years | 15.70 | 64.82 | 24% |
| Returns for 10 years | 92.78 | 10.98 | 845% |
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