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FXAIX vs NEFSX
FXAIX vs NEFSX Comparison
Open Charts FXAIX vs NEFSX
Natixis US Equity Opportunities A
Price$45.87
Change-$1.52 (-3.21%)
VolumeN/A
CapitalizationN/A
FXAIX vs NEFSX Comparison Chart
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FXAIX vs. NEFSX commentary
Dec 19, 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 StrongBuy and NEFSX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. NEFSX (1.17B). 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 : 29.40 vs. NEFSX (20.71). FXAIX return over 5 years is better than : 104.23 vs. NEFSX (21.36).
| 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 | 28.550 | 29.045 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 1.17B | 54,156% |
| Annual Yield % from dividends | 1.31 | 0.08 | 1,743% |
| Returns for 1 year | 29.40 | 20.71 | 142% |
| Returns for 3 years | 37.14 | 4.60 | 807% |
| Returns for 5 years | 104.23 | 21.36 | 488% |
| Returns for 10 years | 217.91 | 29.49 | 739% |