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FXAIX vs NEFSX
FXAIX vs NEFSX Comparison
Open Charts FXAIX vs NEFSX
Natixis US Equity Opportunities A
Price$42.57
Change+$0.37 (+0.88%)
VolumeN/A
Net Assets1.1B
FXAIX vs NEFSX Comparison Chart
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FXAIX vs. NEFSX commentary
Apr 03, 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 FXAIX is a Hold and NEFSX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. NEFSX (1.1B). FXAIX pays higher dividends than NEFSX: FXAIX (1.30) vs NEFSX (0.11). FXAIX was incepted earlier than NEFSX: FXAIX (14 years) vs NEFSX (31 years). NEFSX (1.09) is less costly to investors than FXAIX (0.01). NEFSX is a more actively managed with annual turnover of: 36.00 vs. FXAIX (2.00). 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 : 9.67 vs. NEFSX (4.78). FXAIX return over 5 years is better than : 144.41 vs. NEFSX (50.85).
| FXAIX | NEFSX | FXAIX / NEFSX | |
| Total Expense Ratio | 0.01 | 1.08 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.09 | 1% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | -3.913 | -2.450 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 1.1B | 54,463% |
| Annual Yield % from dividends | 1.30 | 0.11 | 1,144% |
| Returns for 1 year | 9.67 | 4.78 | 202% |
| Returns for 3 years | 29.74 | 2.83 | 1,051% |
| Returns for 5 years | 144.41 | 50.85 | 284% |
| Returns for 10 years | 197.21 | 52.11 | 378% |
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