Interact to see
Advertisement
Advertisement
LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
LMARX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMARX vs. NAESX commentary
Aug 03, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. LMARX (705M). 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 : 22.56 vs. LMARX (17.23). NAESX return over 5 years is better than : 34.95 vs. LMARX (-0.10).
| 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 | 15.194 | 14.563 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 705M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 17.23 | 22.56 | 76% |
| Returns for 3 years | 17.47 | 43.30 | 40% |
| Returns for 5 years | -0.10 | 34.95 | -0% |
| Returns for 10 years | 48.68 | 155.28 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VMMSX | 32.15 | 0.39 | +1.23% |
| Vanguard Emerg Mkts Sel Stk Inv | |||
| VRGWX | 936.97 | 7.54 | +0.81% |
| Vanguard Russell 1000 Growth Index I | |||
| GIDWX | 20.04 | 0.13 | +0.65% |
| Goldman Sachs US Eq Div and Premium R6 | |||
| CAVAX | 18.71 | 0.04 | +0.21% |
| SEI Catholic Values Equity F (SCVT) | |||
| RYOIX | 86.56 | -2.00 | -2.26% |
| Rydex Biotechnology Inv | |||