Ad is loading...
FXAIX vs NEFSX
FXAIX vs NEFSX Comparison
Open Charts FXAIX vs NEFSX
Natixis US Equity Opportunities A
Price$46.90
Change-$0.20 (-0.42%)
VolumeN/A
CapitalizationN/A
FXAIX vs NEFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. NEFSX commentary
Nov 13, 2024
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 FXAIX is a Buy and NEFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. NEFSX (1.16B). FXAIX pays higher dividends than NEFSX: FXAIX (1.31) vs NEFSX (0.08). FXAIX was incepted earlier than NEFSX: FXAIX (14 years) vs NEFSX (30 years). NEFSX is a more actively managed with annual turnover of: 36.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than NEFSX: FXAIX (0) vs NEFSX (2500). FXAIX annual gain was more profitable for investors over the last year : 37.57 vs. NEFSX (31.54). FXAIX return over 5 years is better than : 107.79 vs. NEFSX (26.18).
| FXAIX | NEFSX | FXAIX / NEFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 26.921 | 27.710 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 1.16B | 51,253% |
| Annual Yield % from dividends | 1.31 | 0.08 | 1,743% |
| Returns for 1 year | 37.57 | 31.54 | 119% |
| Returns for 3 years | 33.81 | -2.23 | -1,514% |
| Returns for 5 years | 107.79 | 26.18 | 412% |
| Returns for 10 years | 218.60 | 29.63 | 738% |
View a ticker or compare two or three
VS
VS
Ad is loading...