Interact to see
Advertisement
Advertisement
LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
LMBAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMBAX vs. NAESX commentary
Jul 27, 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 LMBAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. LMBAX (147M). NAESX pays higher dividends than LMBAX: NAESX (1.07) vs LMBAX (0.01). LMBAX was incepted earlier than NAESX: LMBAX (17 years) vs NAESX (66 years). LMBAX (1.36) is less costly to investors than NAESX (0.17). LMBAX is a more actively managed with annual turnover of: 48.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than LMBAX: NAESX (0) vs LMBAX (1000). LMBAX annual gain was more profitable for investors over the last year : 26.66 vs. NAESX (20.77). NAESX return over 5 years is better than : 36.14 vs. LMBAX (12.21).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.36 | 0.17 | 800% |
| Fund Existence | 17 years | 66 years | - |
| Gain YTD | 16.522 | 14.611 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 189B | 0% |
| Annual Yield % from dividends | 0.01 | 1.07 | 1% |
| Returns for 1 year | 26.66 | 20.77 | 128% |
| Returns for 3 years | 47.93 | 44.71 | 107% |
| Returns for 5 years | 12.21 | 36.14 | 34% |
| Returns for 10 years | 41.95 | 152.40 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers