LMBCX
Price
$14.72
Change
-$0.14 (-0.94%)
Updated
Jul 2 closing price
Net Assets
147.46M
NAESX
Price
$143.98
Change
-$0.42 (-0.29%)
Updated
Jul 2 closing price
Net Assets
182.65B
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LMBCX vs NAESX

LMBCX vs NAESX Comparison Chart in %
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LMBCX vs. NAESX commentary
Jul 06, 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 LMBCX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. LMBCX (147M). NAESX pays higher dividends than LMBCX: NAESX (1.07) vs LMBCX (0.00). LMBCX was incepted earlier than NAESX: LMBCX (17 years) vs NAESX (66 years). LMBCX (2.07) is less costly to investors than NAESX (0.17). LMBCX is a more actively managed with annual turnover of: 48.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than LMBCX: NAESX (0) vs LMBCX (1000). LMBCX (25.49) and NAESX (24.70) have marching annual gain over last year. NAESX return over 5 years is better than : 35.05 vs. LMBCX (-0.93).
LMBCXNAESXLMBCX / NAESX
Total Expense Ratio2.050.171,206%
Annual Report Gross Expense Ratio2.070.171,218%
Fund Existence17 years66 years-
Gain YTD16.91816.678101%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets147M183B0%
Annual Yield % from dividends0.001.07-
Returns for 1 year25.4924.70103%
Returns for 3 years48.2152.0793%
Returns for 5 years-0.9335.05-3%
Returns for 10 years30.21168.1818%
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