Ad is loading...
NAESX vs NEJCX
NAESX vs NEJCX Comparison
Open Charts NAESX vs NEJCX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
Natixis Vaughan Nelson Small Cap Value C
Price$5.62
Change+$0.07 (+1.26%)
VolumeN/A
Net Assets1.17B
NAESX vs NEJCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NEJCX commentary
Apr 12, 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 NEJCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NEJCX (1.17B). NEJCX pays higher dividends than NAESX: NEJCX (1.93) vs NAESX (1.39). NAESX was incepted earlier than NEJCX: NAESX (65 years) vs NEJCX (28 years). NEJCX (2.12) is less costly to investors than NAESX (0.17). 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 : -7.81 vs. NEJCX (-15.77). NAESX return over 5 years is better than : 63.69 vs. NEJCX (-2.84).
| NAESX | NEJCX | NAESX / NEJCX | |
| Total Expense Ratio | 0.17 | 2.01 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.12 | 8% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | -15.507 | -14.747 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.17B | 12,233% |
| Annual Yield % from dividends | 1.39 | 1.93 | 72% |
| Returns for 1 year | -7.81 | -15.77 | 50% |
| Returns for 3 years | -0.30 | -7.12 | 4% |
| Returns for 5 years | 63.69 | -2.84 | -2,240% |
| Returns for 10 years | 70.97 | -64.14 | -111% |
View a ticker or compare two or three
VS
VS
Ad is loading...