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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
Jul 14, 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 (715M). NAESX pays higher dividends than LMARX: NAESX (1.07) 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 : 23.34 vs. LMARX (17.09). NAESX return over 5 years is better than : 38.39 vs. LMARX (0.22).
| 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 | 15.859 | 15.738 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 189B | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 17.09 | 23.34 | 73% |
| Returns for 3 years | 20.78 | 48.12 | 43% |
| Returns for 5 years | 0.22 | 38.39 | 1% |
| Returns for 10 years | 49.10 | 157.36 | 31% |
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