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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$121.16
Change+$0.71 (+0.59%)
VolumeN/A
Net Assets154.18B
Natixis Vaughan Nelson Small Cap A
Price$20.91
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets1.35B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Aug 29, 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 NAESX is a Buy and NEFJX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NEFJX (1.35B). NAESX pays higher dividends than NEFJX: NAESX (1.25) vs NEFJX (0.69). NAESX was incepted earlier than NEFJX: NAESX (65 years) vs NEFJX (29 years). NEFJX (1.31) is less costly to investors than NAESX (0.17). NEFJX is a more actively managed with annual turnover of: 80.00 vs. NAESX (13.00). NEFJX has a lower initial minimum investment than NAESX: NEFJX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.70 vs. NEFJX (4.71). NAESX return over 5 years is better than : 59.67 vs. NEFJX (53.25).
| NAESX | NEFJX | NAESX / NEFJX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.31 | 13% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | 4.764 | 7.176 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.35B | 11,433% |
| Annual Yield % from dividends | 1.25 | 0.69 | 181% |
| Returns for 1 year | 8.70 | 4.71 | 185% |
| Returns for 3 years | 30.41 | 28.93 | 105% |
| Returns for 5 years | 59.67 | 53.25 | 112% |
| Returns for 10 years | 127.87 | 0.10 | 127,082% |
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