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LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
LMSIX vs NAESX Comparison Chart in %
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LMSIX vs. NAESX 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 LMSIX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. LMSIX (155M). NAESX pays higher dividends than LMSIX: NAESX (1.10) vs LMSIX (0.29). LMSIX was incepted earlier than NAESX: LMSIX (26 years) vs NAESX (66 years). LMSIX (1.01) is less costly to investors than NAESX (0.17). LMSIX is a more actively managed with annual turnover of: 48.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than LMSIX: NAESX (0) vs LMSIX (1000000). LMSIX (25.55) and NAESX (24.75) have marching annual gain over last year. NAESX return over 5 years is better than : 42.07 vs. LMSIX (19.47).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 26 years | 66 years | - |
| Gain YTD | 20.013 | 18.339 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 183B | 0% |
| Annual Yield % from dividends | 0.29 | 1.10 | 26% |
| Returns for 1 year | 25.55 | 24.75 | 103% |
| Returns for 3 years | 60.63 | 58.17 | 104% |
| Returns for 5 years | 19.47 | 42.07 | 46% |
| Returns for 10 years | 49.35 | 156.41 | 32% |
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