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NAESX vs NEJYX
NAESX vs NEJYX Comparison
Open Charts NAESX vs NEJYX
Vanguard Small Cap Index I
Price$92.85
Change-$2.45 (-2.57%)
VolumeN/A
Net Assets143.36B
Natixis Vaughan Nelson Small Cap Value Y
Price$17.19
Change-$0.41 (-2.33%)
VolumeN/A
Net Assets1.16B
NAESX vs NEJYX Comparison Chart
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NAESX vs. NEJYX commentary
Apr 10, 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: 143B vs. NEJYX (1.16B). NAESX pays higher dividends than NEJYX: NAESX (1.39) vs NEJYX (0.89). NAESX was incepted earlier than NEJYX: NAESX (65 years) vs NEJYX (19 years). NEJYX (1.12) is less costly to investors than NAESX (0.17). 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 : -11.12 vs. NEJYX (-16.44). NAESX return over 5 years is better than : 60.48 vs. NEJYX (46.09).
| NAESX | NEJYX | NAESX / NEJYX | |
| Total Expense Ratio | 0.17 | 1.01 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.12 | 15% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | -17.167 | -15.425 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.16B | 12,338% |
| Annual Yield % from dividends | 1.39 | 0.89 | 156% |
| Returns for 1 year | -11.12 | -16.44 | 68% |
| Returns for 3 years | -2.68 | 1.62 | -165% |
| Returns for 5 years | 60.48 | 46.09 | 131% |
| Returns for 10 years | 67.44 | -18.53 | -364% |