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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
Jun 04, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. LMSAX (725M). NAESX pays higher dividends than LMSAX: NAESX (1.08) vs LMSAX (0.39). 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 : 28.95 vs. LMSAX (17.63). NAESX return over 5 years is better than : 33.38 vs. LMSAX (-15.64).
| 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 | 11.167 | 13.680 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 177B | 0% |
| Annual Yield % from dividends | 0.39 | 1.08 | 36% |
| Returns for 1 year | 17.63 | 28.95 | 61% |
| Returns for 3 years | 15.82 | 54.86 | 29% |
| Returns for 5 years | -15.64 | 33.38 | -47% |
| Returns for 10 years | 27.84 | 160.50 | 17% |
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