LMBMX
Price
$17.39
Change
-$0.12 (-0.69%)
Updated
Sep 15 closing price
Net Assets
150.86M
NAESX
Price
$138.45
Change
-$0.82 (-0.59%)
Updated
Sep 16 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 17, 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 (151M). NAESX pays higher dividends than LMBMX: NAESX (1.09) vs LMBMX (0.34). LMBMX was incepted earlier than NAESX: LMBMX (14 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 (14.15) and LMBMX (13.57) have marching annual gain over last year. NAESX return over 5 years is better than : 32.24 vs. LMBMX (11.02).
LMBMXNAESXLMBMX / NAESX
Total Expense Ratio0.750.17441%
Annual Report Gross Expense Ratio0.920.17541%
Fund Existence14 years66 years-
Gain YTD16.73312.861130%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets151M185B0%
Annual Yield % from dividends0.341.0932%
Returns for 1 year13.5714.1596%
Returns for 3 years56.7250.08113%
Returns for 5 years11.0232.2434%
Returns for 10 years46.58150.7531%
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