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LMSAX vs NAESX
LMSAX vs NAESX Comparison
Open Charts LMSAX vs NAESX
LMSAX vs NAESX Comparison Chart in %
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LMSAX vs. NAESX commentary
Sep 22, 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 LMSAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. LMSAX (674M). NAESX pays higher dividends than LMSAX: NAESX (1.09) vs LMSAX (0.38). LMSAX was incepted earlier than NAESX: LMSAX (18 years) vs NAESX (66 years). LMSAX (1.13) is less costly to investors than NAESX (0.17). LMSAX is a more actively managed with annual turnover of: 33.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than LMSAX: NAESX (0) vs LMSAX (1000). NAESX annual gain was more profitable for investors over the last year : 12.06 vs. LMSAX (-0.61). NAESX return over 5 years is better than : 31.69 vs. LMSAX (-12.94).
| LMSAX | NAESX | LMSAX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 18 years | 66 years | - |
| Gain YTD | 10.214 | 12.391 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 185B | 0% |
| Annual Yield % from dividends | 0.38 | 1.09 | 35% |
| Returns for 1 year | -0.61 | 12.06 | -5% |
| Returns for 3 years | 14.73 | 50.49 | 29% |
| Returns for 5 years | -12.94 | 31.69 | -41% |
| Returns for 10 years | 21.10 | 149.81 | 14% |
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