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LMIIX vs LNYAX
LMIIX vs LNYAX Comparison
Open Charts LMIIX vs LNYAX
LMIIX vs LNYAX Comparison Chart in %
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LMIIX vs. LNYAX commentary
Jun 20, 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 LMIIX is a Hold and LNYAX is a Hold.
FUNDAMENTALS
Fundamentals
LMIIX has more cash in the bank: 123M vs. LNYAX (78.4M). LMIIX pays higher dividends than LNYAX: LMIIX (2.92) vs LNYAX (2.50). LMIIX was incepted earlier than LNYAX: LMIIX (18 years) vs LNYAX (24 years). LNYAX (0.95) is less costly to investors than LMIIX (0.69). LNYAX is a more actively managed with annual turnover of: 12.00 vs. LMIIX (8.00). LNYAX has a lower initial minimum investment than LMIIX: LNYAX (2000) vs LMIIX (1000000). LMIIX annual gain was more profitable for investors over the last year : 5.55 vs. LNYAX (5.28). LMIIX return over 5 years is better than : 4.18 vs. LNYAX (2.41).
| LMIIX | LNYAX | LMIIX / LNYAX | |
| Total Expense Ratio | 0.54 | 0.76 | 71% |
| Annual Report Gross Expense Ratio | 0.69 | 0.95 | 73% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 1.482 | 1.241 | 119% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 78.4M | 157% |
| Annual Yield % from dividends | 2.92 | 2.50 | 117% |
| Returns for 1 year | 5.55 | 5.28 | 105% |
| Returns for 3 years | 3.24 | 3.36 | 96% |
| Returns for 5 years | 4.18 | 2.41 | 173% |
| Returns for 10 years | 16.35 | 12.63 | 129% |
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