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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
Natixis Vaughan Nelson Small Cap A
Price$19.74
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets1.29B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Aug 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 Hold and NEFJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NEFJX (1.29B). NAESX pays higher dividends than NEFJX: NAESX (1.25) vs NEFJX (0.69). 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 : 11.53 vs. NEFJX (4.08). NAESX return over 5 years is better than : 55.08 vs. NEFJX (47.56).
| 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 | 0.632 | 1.179 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.29B | 11,929% |
| Annual Yield % from dividends | 1.25 | 0.69 | 181% |
| Returns for 1 year | 11.53 | 4.08 | 283% |
| Returns for 3 years | 24.14 | 21.34 | 113% |
| Returns for 5 years | 55.08 | 47.56 | 116% |
| Returns for 10 years | 111.04 | -8.48 | -1,309% |
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