Interact to see
Advertisement
Advertisement
LMSIX vs NAESX
LMSIX vs NAESX Comparison
Open Charts LMSIX vs NAESX
LMSIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMSIX vs. NAESX commentary
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 185B vs. LMSIX (151M). NAESX pays higher dividends than LMSIX: NAESX (1.09) vs LMSIX (0.29). LMSIX was incepted earlier than NAESX: LMSIX (27 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). NAESX (14.03) and LMSIX (13.66) have marching annual gain over last year. NAESX return over 5 years is better than : 33.87 vs. LMSIX (12.47).
| LMSIX | NAESX | LMSIX / NAESX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 27 years | 66 years | - |
| Gain YTD | 17.263 | 13.923 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151M | 185B | 0% |
| Annual Yield % from dividends | 0.29 | 1.09 | 26% |
| Returns for 1 year | 13.66 | 14.03 | 97% |
| Returns for 3 years | 56.95 | 50.81 | 112% |
| Returns for 5 years | 12.47 | 33.87 | 37% |
| Returns for 10 years | 50.29 | 154.70 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers