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NAESX vs NEJYX
NAESX vs NEJYX Comparison
Open Charts NAESX vs NEJYX
Vanguard Small Cap Index I
Price$113.82
Change+$1.14 (+1.01%)
VolumeN/A
Net Assets160.88B
Natixis Vaughan Nelson Small Cap Value Y
Price$20.88
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets1.28B
NAESX vs NEJYX Comparison Chart
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NAESX vs. NEJYX commentary
Mar 04, 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 NEJYX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NEJYX (1.28B). NAESX pays higher dividends than NEJYX: NAESX (1.31) vs NEJYX (0.43). NAESX was incepted earlier than NEJYX: NAESX (64 years) vs NEJYX (19 years). NEJYX is a more actively managed with annual turnover of: 72.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than NEJYX: NAESX (3000) vs NEJYX (100000). NAESX annual gain was more profitable for investors over the last year : 8.47 vs. NEJYX (3.22). NAESX return over 5 years is better than : 62.72 vs. NEJYX (49.31).
| NAESX | NEJYX | NAESX / NEJYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 19 years | - |
| Gain YTD | -1.155 | 0.336 | -343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.28B | 12,598% |
| Annual Yield % from dividends | 1.31 | 0.43 | 302% |
| Returns for 1 year | 8.47 | 3.22 | 263% |
| Returns for 3 years | 16.49 | 17.88 | 92% |
| Returns for 5 years | 62.72 | 49.31 | 127% |
| Returns for 10 years | 103.49 | -3.26 | -3,170% |