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LMBAX vs NAESX
LMBAX vs NAESX Comparison
Open Charts LMBAX vs NAESX
LMBAX vs NAESX Comparison Chart in %
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LMBAX vs. NAESX commentary
Sep 21, 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: 185B vs. LMBAX (150M). NAESX pays higher dividends than LMBAX: NAESX (1.09) vs LMBAX (0.01). LMBAX was incepted earlier than NAESX: LMBAX (18 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). NAESX annual gain was more profitable for investors over the last year : 12.06 vs. LMBAX (9.66). NAESX return over 5 years is better than : 31.69 vs. LMBAX (8.07).
| LMBAX | NAESX | LMBAX / NAESX | |
| Total Expense Ratio | 1.30 | 0.17 | 765% |
| Annual Report Gross Expense Ratio | 1.36 | 0.17 | 800% |
| Fund Existence | 18 years | 66 years | - |
| Gain YTD | 15.856 | 12.391 | 128% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150M | 185B | 0% |
| Annual Yield % from dividends | 0.01 | 1.09 | 1% |
| Returns for 1 year | 9.66 | 12.06 | 80% |
| Returns for 3 years | 55.01 | 50.49 | 109% |
| Returns for 5 years | 8.07 | 31.69 | 25% |
| Returns for 10 years | 40.91 | 149.81 | 27% |
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