LMBAX
Price
$17.68
Change
-$0.17 (-0.95%)
Updated
Jul 22 closing price
Net Assets
149.9M
NAESX
Price
$141.96
Change
-$0.36 (-0.25%)
Updated
Jul 22 closing price
Net Assets
188.57B
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LMBAX vs NAESX

LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Jul 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 LMBAX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. LMBAX (150M). 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 : 29.74 vs. NAESX (21.74). NAESX return over 5 years is better than : 36.99 vs. LMBAX (14.52).
LMBAXNAESXLMBAX / NAESX
Total Expense Ratio1.300.17765%
Annual Report Gross Expense Ratio1.360.17800%
Fund Existence17 years66 years-
Gain YTD18.92115.333123%
Front Load6%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets150M189B0%
Annual Yield % from dividends0.011.071%
Returns for 1 year29.7421.74137%
Returns for 3 years51.6145.95112%
Returns for 5 years14.5236.9939%
Returns for 10 years44.99154.5629%
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