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FXAIX vs NEFSX
FXAIX vs NEFSX Comparison
Open Charts FXAIX vs NEFSX
Natixis US Equity Opportunities A
Price$42.65
Change-$0.21 (-0.49%)
VolumeN/A
CapitalizationN/A
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FXAIX vs NEFSX Comparison Chart
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FXAIX vs. NEFSX commentary
Sep 21, 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: 585B vs. NEFSX (1.08B). FXAIX pays higher dividends than NEFSX: FXAIX (1.31) vs NEFSX (0.08). FXAIX was incepted earlier than NEFSX: FXAIX (13 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 : 33.63 vs. NEFSX (20.57). FXAIX return over 5 years is better than : 104.21 vs. NEFSX (19.11).
| FXAIX | NEFSX | FXAIX / NEFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 30 years | - |
| Gain YTD | 20.776 | 16.137 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 1.08B | 54,067% |
| Annual Yield % from dividends | 1.31 | 0.08 | 1,743% |
| Returns for 1 year | 33.63 | 20.57 | 164% |
| Returns for 3 years | 37.19 | -4.04 | -921% |
| Returns for 5 years | 104.21 | 19.11 | 545% |
| Returns for 10 years | 212.82 | 21.33 | 998% |
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