LZCOX
Price
$11.85
Change
+$0.11 (+0.94%)
Updated
Aug 21 closing price
Net Assets
36.56M
NAESX
Price
$146.03
Change
+$1.03 (+0.71%)
Updated
Aug 21 closing price
Net Assets
183.38B
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LZCOX vs NAESX

LZCOX vs NAESX Comparison Chart in %
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LZCOX 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 LZCOX is a Hold and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. LZCOX (36.6M). NAESX pays higher dividends than LZCOX: NAESX (1.10) vs LZCOX (0.35). LZCOX was incepted earlier than NAESX: LZCOX (30 years) vs NAESX (66 years). LZCOX (1.59) is less costly to investors than NAESX (0.17). LZCOX is a more actively managed with annual turnover of: 100.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than LZCOX: NAESX (0) vs LZCOX (2500). LZCOX (24.84) and NAESX (24.75) have marching annual gain over last year. NAESX return over 5 years is better than : 42.07 vs. LZCOX (-20.41).
LZCOXNAESXLZCOX / NAESX
Total Expense Ratio1.200.17706%
Annual Report Gross Expense Ratio1.590.17935%
Fund Existence30 years66 years-
Gain YTD18.13818.33999%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets36.6M183B0%
Annual Yield % from dividends0.351.1032%
Returns for 1 year24.8424.75100%
Returns for 3 years9.2858.1716%
Returns for 5 years-20.4142.07-48%
Returns for 10 years-5.26156.41-3%
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