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LMARX vs NAESX
LMARX vs NAESX Comparison
Open Charts LMARX vs NAESX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
LMARX vs NAESX Comparison Chart in %
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LMARX vs. NAESX commentary
Sep 09, 2025
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 LMARX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. LMARX (748M). NAESX pays higher dividends than LMARX: NAESX (1.20) vs LMARX (0.13). LMARX was incepted earlier than NAESX: LMARX (19 years) vs NAESX (65 years). LMARX (1.43) is less costly to investors than NAESX (0.17). LMARX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). LMARX has a lower initial minimum investment than NAESX: LMARX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 15.53 vs. LMARX (7.25). NAESX return over 5 years is better than : 68.06 vs. LMARX (35.10).
| LMARX | NAESX | LMARX / NAESX | |
| Total Expense Ratio | 1.43 | 0.17 | 841% |
| Annual Report Gross Expense Ratio | 1.43 | 0.17 | 841% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 6.109 | 6.625 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 161B | 0% |
| Annual Yield % from dividends | 0.13 | 1.20 | 10% |
| Returns for 1 year | 7.25 | 15.53 | 47% |
| Returns for 3 years | 22.49 | 32.39 | 69% |
| Returns for 5 years | 35.10 | 68.06 | 52% |
| Returns for 10 years | 44.01 | 133.63 | 33% |
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