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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Natixis Vaughan Nelson Small Cap A
Price$21.02
Change-$0.28 (-1.31%)
VolumeN/A
Net Assets1.36B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Oct 08, 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: 162B vs. NEFJX (1.36B). NAESX pays higher dividends than NEFJX: NAESX (1.23) vs NEFJX (0.66). NAESX was incepted earlier than NEFJX: NAESX (65 years) vs NEFJX (29 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 : 10.42 vs. NEFJX (7.95). NAESX return over 5 years is better than : 58.94 vs. NEFJX (53.55).
| 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 | 29 years | - |
| Gain YTD | 7.684 | 9.175 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.36B | 11,947% |
| Annual Yield % from dividends | 1.23 | 0.66 | 187% |
| Returns for 1 year | 10.42 | 7.95 | 131% |
| Returns for 3 years | 48.54 | 42.94 | 113% |
| Returns for 5 years | 58.94 | 53.55 | 110% |
| Returns for 10 years | 133.72 | 3.68 | 3,634% |