Ad is loading...
NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Natixis Vaughan Nelson Small Cap Value A
Price$17.45
Change+$1.35 (+8.39%)
VolumeN/A
Net Assets1.13B
NAESX vs NEFJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NEFJX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NEFJX (1.13B). NAESX pays higher dividends than NEFJX: NAESX (1.39) vs NEFJX (0.74). NAESX was incepted earlier than NEFJX: NAESX (65 years) vs NEFJX (28 years). NEFJX (1.37) is less costly to investors than NAESX (0.17). 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 : -13.70 vs. NEFJX (-18.73). NAESX return over 5 years is better than : 56.35 vs. NEFJX (39.43).
| NAESX | NEFJX | NAESX / NEFJX | |
| Total Expense Ratio | 0.17 | 1.26 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.37 | 12% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | -19.296 | -17.478 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.13B | 12,655% |
| Annual Yield % from dividends | 1.39 | 0.74 | 188% |
| Returns for 1 year | -13.70 | -18.73 | 73% |
| Returns for 3 years | -5.18 | -1.63 | 318% |
| Returns for 5 years | 56.35 | 39.43 | 143% |
| Returns for 10 years | 63.14 | -24.60 | -257% |
View a ticker or compare two or three
VS
VS
Ad is loading...