SBMBX
Price
$12.04
Change
-$0.03 (-0.25%)
Updated
Oct 17 closing price
Net Assets
973.5K
TRNEX
Price
$42.23
Change
-$0.19 (-0.45%)
Updated
Oct 17 closing price
Net Assets
2.43B
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SBMBX vs TRNEX

Header iconSBMBX vs TRNEX Comparison
Open Charts SBMBX vs TRNEXBanner chart's image
Saratoga Energy & Basic Materials A
Price$12.04
Change-$0.03 (-0.25%)
VolumeN/A
Net Assets973.5K
T. Rowe Price New Era I
Price$42.23
Change-$0.19 (-0.45%)
VolumeN/A
Net Assets2.43B
SBMBX vs TRNEX Comparison Chart in %
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SBMBX vs. TRNEX commentary
Oct 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 SBMBX is a Buy and TRNEX is a Buy.

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FUNDAMENTALS
Fundamentals
TRNEX has more cash in the bank: 2.43B vs. SBMBX (974K). TRNEX pays higher dividends than SBMBX: TRNEX (2.01) vs SBMBX (0.81). SBMBX was incepted earlier than TRNEX: SBMBX (28 years) vs TRNEX (10 years). SBMBX (3.81) is less costly to investors than TRNEX (0.57). SBMBX is a more actively managed with annual turnover of: 47.00 vs. TRNEX (24.30). SBMBX has a lower initial minimum investment than TRNEX: SBMBX (250) vs TRNEX (500000). TRNEX annual gain was more profitable for investors over the last year : 3.67 vs. SBMBX (-5.25). SBMBX return over 5 years is better than : 79.64 vs. TRNEX (63.85).
SBMBXTRNEXSBMBX / TRNEX
Total Expense Ratio3.810.57668%
Annual Report Gross Expense Ratio3.810.57668%
Fund Existence28 years10 years-
Gain YTD4.24213.79731%
Front Load6%N/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets974K2.43B0%
Annual Yield % from dividends0.812.0140%
Returns for 1 year-5.253.67-143%
Returns for 3 years12.2917.1872%
Returns for 5 years79.6463.85125%
Returns for 10 years14.59N/A-
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