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NAESX vs NEJYX
NAESX vs NEJYX Comparison
Open Charts NAESX vs NEJYX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Natixis Vaughan Nelson Small Cap Value Y
Price$22.17
Change-$0.17 (-0.76%)
VolumeN/A
CapitalizationN/A
NAESX vs NEJYX Comparison Chart
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NAESX vs. NEJYX 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 NEJYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. NEJYX (1.3B). NAESX pays higher dividends than NEJYX: NAESX (1.31) vs NEJYX (0.43). NAESX was incepted earlier than NEJYX: NAESX (64 years) vs NEJYX (18 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 : 30.24 vs. NEJYX (24.78). NAESX return over 5 years is better than : 55.43 vs. NEJYX (39.76).
| NAESX | NEJYX | NAESX / NEJYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | 15.758 | 10.244 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.3B | 11,633% |
| Annual Yield % from dividends | 1.31 | 0.43 | 302% |
| Returns for 1 year | 30.24 | 24.78 | 122% |
| Returns for 3 years | 4.66 | -3.10 | -150% |
| Returns for 5 years | 55.43 | 39.76 | 139% |
| Returns for 10 years | 122.58 | -3.51 | -3,497% |
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