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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Natixis Vaughan Nelson Small Cap Value A
Price$20.57
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets1.31B
NAESX vs NEFJX Comparison Chart
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NAESX vs. NEFJX commentary
Jan 19, 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: 155B vs. NEFJX (1.31B). 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 : 21.23 vs. NEFJX (13.50). NAESX return over 5 years is better than : 48.81 vs. NEFJX (30.83).
| 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 | 3.370 | 5.433 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.31B | 11,877% |
| Annual Yield % from dividends | 1.31 | 0.27 | 483% |
| Returns for 1 year | 21.23 | 13.50 | 157% |
| Returns for 3 years | 17.16 | 19.60 | 88% |
| Returns for 5 years | 48.81 | 30.83 | 158% |
| Returns for 10 years | 126.44 | 5.12 | 2,469% |