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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Natixis Vaughan Nelson Small Cap Value A
Price$19.59
Change-$0.47 (-2.34%)
VolumeN/A
Net Assets1.28B
NAESX vs NEFJX Comparison Chart
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NAESX vs. NEFJX commentary
Feb 23, 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 Hold and NEFJX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NEFJX (1.29B). NAESX pays higher dividends than NEFJX: NAESX (1.31) vs NEFJX (0.27). NAESX was incepted earlier than NEFJX: NAESX (64 years) vs NEFJX (28 years). NEFJX is a more actively managed with annual turnover of: 72.00 vs. NAESX (12.00). 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 : 11.22 vs. NEFJX (3.56). NAESX return over 5 years is better than : 44.30 vs. NEFJX (28.90).
| NAESX | NEFJX | NAESX / NEFJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 28 years | - |
| Gain YTD | -0.321 | 0.410 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.29B | 12,529% |
| Annual Yield % from dividends | 1.31 | 0.27 | 483% |
| Returns for 1 year | 11.22 | 3.56 | 316% |
| Returns for 3 years | 18.76 | 18.33 | 102% |
| Returns for 5 years | 44.30 | 28.90 | 153% |
| Returns for 10 years | 105.17 | -7.31 | -1,438% |
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