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NAESX vs NEJCX
NAESX vs NEJCX Comparison
Open Charts NAESX vs NEJCX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Natixis Vaughan Nelson Small Cap Value C
Price$7.12
Change-$0.05 (-0.70%)
VolumeN/A
CapitalizationN/A
NAESX vs NEJCX Comparison Chart
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NAESX vs. NEJCX commentary
Nov 18, 2024
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 StrongBuy and NEJCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. NEJCX (1.3B). NAESX pays higher dividends than NEJCX: NAESX (1.31) vs NEJCX (0.84). NAESX was incepted earlier than NEJCX: NAESX (64 years) vs NEJCX (28 years). NEJCX is a more actively managed with annual turnover of: 72.00 vs. NAESX (12.00). NEJCX has a lower initial minimum investment than NAESX: NEJCX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. NEJCX (23.66). NAESX return over 5 years is better than : 55.43 vs. NEJCX (-7.89).
| NAESX | NEJCX | NAESX / NEJCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 28 years | - |
| Gain YTD | 15.758 | 9.370 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.3B | 11,633% |
| Annual Yield % from dividends | 1.31 | 0.84 | 155% |
| Returns for 1 year | 30.24 | 23.66 | 128% |
| Returns for 3 years | 4.66 | -34.08 | -14% |
| Returns for 5 years | 55.43 | -7.89 | -703% |
| Returns for 10 years | 122.58 | -59.56 | -206% |