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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Aug 23, 2026
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 LMARX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. LMARX (708M). NAESX pays higher dividends than LMARX: NAESX (1.10) vs LMARX (0.00). LMARX was incepted earlier than NAESX: LMARX (20 years) vs NAESX (66 years). LMARX (1.48) is less costly to investors than NAESX (0.17). LMARX is a more actively managed with annual turnover of: 33.00 vs. NAESX (17.00). LMARX (0) and NAESX (0) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 24.75 vs. LMARX (13.83). NAESX return over 5 years is better than : 42.07 vs. LMARX (3.56).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.45 | 0.17 | 853% |
| Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
| Fund Existence | 20 years | 66 years | - |
| Gain YTD | 16.264 | 18.339 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 183B | 0% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 13.83 | 24.75 | 56% |
| Returns for 3 years | 25.40 | 58.17 | 44% |
| Returns for 5 years | 3.56 | 42.07 | 8% |
| Returns for 10 years | 45.88 | 156.41 | 29% |
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