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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
Natixis Vaughan Nelson Small Cap A
Price$18.37
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.27B
NAESX vs NEFJX Comparison Chart
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NAESX vs. NEFJX commentary
Jun 07, 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 StrongBuy and NEFJX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NEFJX (1.27B). NAESX pays higher dividends than NEFJX: NAESX (1.35) vs NEFJX (0.75). NAESX was incepted earlier than NEFJX: NAESX (65 years) vs NEFJX (28 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 : 4.88 vs. NEFJX (-3.80). NAESX return over 5 years is better than : 52.45 vs. NEFJX (35.72).
| 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 | 28 years | - |
| Gain YTD | -3.929 | -5.843 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.27B | 11,635% |
| Annual Yield % from dividends | 1.35 | 0.75 | 181% |
| Returns for 1 year | 4.88 | -3.80 | -128% |
| Returns for 3 years | 18.26 | 9.91 | 184% |
| Returns for 5 years | 52.45 | 35.72 | 147% |
| Returns for 10 years | 95.90 | -14.20 | -675% |
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