LMBMX
Price
$18.00
Change
+$0.19 (+1.07%)
Updated
Aug 21 closing price
Net Assets
154.87M
NAESX
Price
$146.03
Change
+$1.03 (+0.71%)
Updated
Aug 21 closing price
Net Assets
183.38B
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LMBMX vs NAESX

LMBMX vs NAESX Comparison Chart in %
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LMBMX vs. NAESX commentary
Aug 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 LMBMX is a Hold and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. LMBMX (155M). NAESX pays higher dividends than LMBMX: NAESX (1.10) vs LMBMX (0.35). 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). LMBMX (25.33) and NAESX (24.75) have marching annual gain over last year. NAESX return over 5 years is better than : 42.07 vs. LMBMX (18.72).
LMBMXNAESXLMBMX / NAESX
Total Expense Ratio0.750.17441%
Annual Report Gross Expense Ratio0.920.17541%
Fund Existence14 years66 years-
Gain YTD20.00018.339109%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets155M183B0%
Annual Yield % from dividends0.351.1031%
Returns for 1 year25.3324.75102%
Returns for 3 years60.4058.17104%
Returns for 5 years18.7242.0744%
Returns for 10 years47.41156.4130%
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