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LMIYX vs NRGSX
LMIYX vs NRGSX Comparison
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LMIYX vs NRGSX Comparison Chart in %
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LMIYX vs. NRGSX commentary
Jun 24, 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 LMIYX is a StrongBuy and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.49B vs. LMIYX (229M). NRGSX pays higher dividends than LMIYX: NRGSX (0.47) vs LMIYX (0.01). LMIYX was incepted earlier than NRGSX: LMIYX (27 years) vs NRGSX (13 years). LMIYX (1.12) is less costly to investors than NRGSX (0.74). LMIYX is a more actively managed with annual turnover of: 107.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than LMIYX: NRGSX (0) vs LMIYX (1000000). LMIYX annual gain was more profitable for investors over the last year : 61.63 vs. NRGSX (-3.03). LMIYX return over 5 years is better than : 30.62 vs. NRGSX (-20.50).
| LMIYX | NRGSX | LMIYX / NRGSX | |
| Total Expense Ratio | 1.12 | 0.74 | 151% |
| Annual Report Gross Expense Ratio | 1.12 | 0.74 | 151% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 31.749 | 9.900 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 7.49B | 3% |
| Annual Yield % from dividends | 0.01 | 0.47 | 1% |
| Returns for 1 year | 61.63 | -3.03 | -2,035% |
| Returns for 3 years | 80.89 | 1.88 | 4,312% |
| Returns for 5 years | 30.62 | -20.50 | -149% |
| Returns for 10 years | 145.17 | 14.17 | 1,025% |
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