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FXAIX vs NEFSX
FXAIX vs NEFSX Comparison
Open Charts FXAIX vs NEFSX
Natixis US Equity Opportunities A
Price$45.67
Change+$0.42 (+0.93%)
VolumeN/A
Net Assets1.19B
FXAIX vs NEFSX Comparison Chart
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FXAIX vs. NEFSX commentary
Jan 31, 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 StrongBuy and NEFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. NEFSX (1.19B). FXAIX pays higher dividends than NEFSX: FXAIX (1.31) vs NEFSX (0.08). FXAIX was incepted earlier than NEFSX: FXAIX (14 years) vs NEFSX (31 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 : 26.33 vs. NEFSX (23.27). FXAIX return over 5 years is better than : 102.48 vs. NEFSX (26.62).
| FXAIX | NEFSX | FXAIX / NEFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | 2.752 | 5.571 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 1.19B | 52,061% |
| Annual Yield % from dividends | 1.31 | 0.08 | 1,743% |
| Returns for 1 year | 26.33 | 23.27 | 113% |
| Returns for 3 years | 40.05 | 9.97 | 402% |
| Returns for 5 years | 102.48 | 26.62 | 385% |
| Returns for 10 years | 225.00 | 71.28 | 316% |