LMBMX
Price
$17.53
Change
+$0.13 (+0.75%)
Updated
Sep 17 closing price
Net Assets
149.96M
NAESX
Price
$139.39
Change
+$0.94 (+0.68%)
Updated
Sep 17 closing price
Net Assets
185.27B
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LMBMX vs NAESX

LMBMX vs NAESX Comparison Chart in %
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LMBMX vs. NAESX commentary
Sep 18, 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 LMBMX is a Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. LMBMX (150M). NAESX pays higher dividends than LMBMX: NAESX (1.09) vs LMBMX (0.34). LMBMX was incepted earlier than NAESX: LMBMX (15 years) vs NAESX (66 years). LMBMX (0.92) is less costly to investors than NAESX (0.17). LMBMX is a more actively managed with annual turnover of: 48.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than LMBMX: NAESX (0) vs LMBMX (1000000). NAESX annual gain was more profitable for investors over the last year : 13.55 vs. LMBMX (12.64). NAESX return over 5 years is better than : 31.46 vs. LMBMX (10.26).
LMBMXNAESXLMBMX / NAESX
Total Expense Ratio0.750.17441%
Annual Report Gross Expense Ratio0.920.17541%
Fund Existence15 years66 years-
Gain YTD16.00012.196131%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets150M185B0%
Annual Yield % from dividends0.341.0932%
Returns for 1 year12.6413.5593%
Returns for 3 years56.1449.74113%
Returns for 5 years10.2631.4633%
Returns for 10 years44.52148.4730%
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