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LSVAX vs NAESX
LSVAX vs NAESX Comparison
Open Charts LSVAX vs NAESX
LSVAX vs NAESX Comparison Chart in %
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LSVAX vs. NAESX commentary
Jul 14, 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 LSVAX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. LSVAX (353M). NAESX pays higher dividends than LSVAX: NAESX (1.07) vs LSVAX (0.67). LSVAX was incepted earlier than NAESX: LSVAX (29 years) vs NAESX (66 years). LSVAX (1.46) is less costly to investors than NAESX (0.17). LSVAX is a more actively managed with annual turnover of: 36.00 vs. NAESX (17.00). LSVAX (0) and NAESX (0) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 23.34 vs. LSVAX (3.94). NAESX return over 5 years is better than : 38.39 vs. LSVAX (-31.30).
| LSVAX | NAESX | LSVAX / NAESX | |
| Total Expense Ratio | 1.40 | 0.17 | 824% |
| Annual Report Gross Expense Ratio | 1.46 | 0.17 | 859% |
| Fund Existence | 29 years | 66 years | - |
| Gain YTD | 19.226 | 15.738 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 189B | 0% |
| Annual Yield % from dividends | 0.67 | 1.07 | 63% |
| Returns for 1 year | 3.94 | 23.34 | 17% |
| Returns for 3 years | -11.32 | 48.12 | -24% |
| Returns for 5 years | -31.30 | 38.39 | -82% |
| Returns for 10 years | -37.33 | 157.36 | -24% |
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