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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
Jun 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. LMARX (729M). NAESX pays higher dividends than LMARX: NAESX (1.08) vs LMARX (0.00). LMARX was incepted earlier than NAESX: LMARX (19 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 : 28.50 vs. LMARX (20.81). NAESX return over 5 years is better than : 34.56 vs. LMARX (-6.29).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.45 | 0.17 | 853% |
| Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
| Fund Existence | 19 years | 66 years | - |
| Gain YTD | 12.859 | 15.064 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 183B | 0% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | 20.81 | 28.50 | 73% |
| Returns for 3 years | 24.48 | 56.99 | 43% |
| Returns for 5 years | -6.29 | 34.56 | -18% |
| Returns for 10 years | 54.17 | 172.26 | 31% |
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