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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
Sep 12, 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 Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 6.95B vs. LMPMX (1.9B). NRGSX pays higher dividends than LMPMX: NRGSX (0.44) vs LMPMX (0.00). LMPMX was incepted earlier than NRGSX: LMPMX (20 years) vs NRGSX (14 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. NRGSX annual gain was more profitable for investors over the last year : -8.11 vs. LMPMX (-11.00). NRGSX return over 5 years is better than : -23.14 vs. LMPMX (-32.86).
| LMPMX | NRGSX | LMPMX / NRGSX | |
| Total Expense Ratio | 0.93 | 0.74 | 126% |
| Annual Report Gross Expense Ratio | 0.93 | 0.74 | 126% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 8.645 | 11.425 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 6.95B | 27% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -11.00 | -8.11 | 136% |
| Returns for 3 years | 3.98 | 2.69 | 148% |
| Returns for 5 years | -32.86 | -23.14 | 142% |
| Returns for 10 years | 33.13 | 10.53 | 315% |
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