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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
Natixis Vaughan Nelson Small Cap A
Price$19.56
Change-$0.42 (-2.10%)
VolumeN/A
Net Assets1.36B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Jul 17, 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: 153B vs. NEFJX (1.36B). NAESX pays higher dividends than NEFJX: NAESX (1.28) vs NEFJX (0.71). 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 : 2.40 vs. NEFJX (-3.06). NAESX return over 5 years is better than : 61.97 vs. NEFJX (55.05).
| 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 | -0.351 | 0.256 | -137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.36B | 11,233% |
| Annual Yield % from dividends | 1.28 | 0.71 | 179% |
| Returns for 1 year | 2.40 | -3.06 | -78% |
| Returns for 3 years | 34.84 | 29.63 | 118% |
| Returns for 5 years | 61.97 | 55.05 | 113% |
| Returns for 10 years | 103.02 | -10.30 | -1,000% |
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