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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Natixis Vaughan Nelson Small Cap Value A
Price$20.05
Change-$0.22 (-1.09%)
VolumeN/A
CapitalizationN/A
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NAESX vs NEFJX Comparison Chart
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NAESX vs. NEFJX commentary
Sep 21, 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 NAESX is a StrongBuy and NEFJX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NEFJX (1.23B). 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 : 25.47 vs. NEFJX (21.50). NAESX return over 5 years is better than : 53.25 vs. NEFJX (32.99).
| 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 | 10.861 | 6.197 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.23B | 12,153% |
| Annual Yield % from dividends | 1.31 | 0.27 | 483% |
| Returns for 1 year | 25.47 | 21.50 | 118% |
| Returns for 3 years | 8.84 | 4.32 | 205% |
| Returns for 5 years | 53.25 | 32.99 | 161% |
| Returns for 10 years | 120.79 | -9.23 | -1,309% |