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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
Jul 26, 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: 189B vs. LMSAX (706M). NAESX pays higher dividends than LMSAX: NAESX (1.07) vs LMSAX (0.37). LMSAX was incepted earlier than NAESX: LMSAX (17 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 : 20.77 vs. LMSAX (11.21). NAESX return over 5 years is better than : 36.14 vs. LMSAX (-8.70).
| LMSAX | NAESX | LMSAX / NAESX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 17 years | 66 years | - |
| Gain YTD | 15.322 | 14.611 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 189B | 0% |
| Annual Yield % from dividends | 0.37 | 1.07 | 34% |
| Returns for 1 year | 11.21 | 20.77 | 54% |
| Returns for 3 years | 12.74 | 44.71 | 28% |
| Returns for 5 years | -8.70 | 36.14 | -24% |
| Returns for 10 years | 26.39 | 152.40 | 17% |
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