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LMPMX vs NRGSX
LMPMX vs NRGSX Comparison
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LMPMX vs NRGSX Comparison Chart in %
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LMPMX vs. NRGSX 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 LMPMX is a Hold and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.39B vs. LMPMX (1.95B). NRGSX pays higher dividends than LMPMX: NRGSX (0.45) vs LMPMX (0.00). LMPMX was incepted earlier than NRGSX: LMPMX (19 years) vs NRGSX (13 years). LMPMX (0.93) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. LMPMX (20.00). LMPMX (0) and NRGSX (0) have matching initial minimum investment requirements. LMPMX annual gain was more profitable for investors over the last year : -0.62 vs. NRGSX (-1.20). NRGSX return over 5 years is better than : -18.93 vs. LMPMX (-26.01).
| LMPMX | NRGSX | LMPMX / NRGSX | |
| Total Expense Ratio | 0.93 | 0.74 | 126% |
| Annual Report Gross Expense Ratio | 0.93 | 0.74 | 126% |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 14.676 | 16.543 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 7.39B | 26% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | -0.62 | -1.20 | 51% |
| Returns for 3 years | 10.00 | 7.14 | 140% |
| Returns for 5 years | -26.01 | -18.93 | 137% |
| Returns for 10 years | 36.54 | 12.86 | 284% |
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