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NAESX vs NEJYX
NAESX vs NEJYX Comparison
Open Charts NAESX vs NEJYX
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
Natixis Vaughan Nelson Small Cap Value Y
Price$21.98
Change+$0.23 (+1.06%)
VolumeN/A
Net Assets1.35B
NAESX vs NEJYX Comparison Chart
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NAESX vs. NEJYX commentary
Jan 31, 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 StrongBuy and NEJYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NEJYX (1.35B). 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 : 20.30 vs. NEJYX (12.69). NAESX return over 5 years is better than : 55.79 vs. NEJYX (41.01).
| 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 | 3.621 | 5.622 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.35B | 11,516% |
| Annual Yield % from dividends | 1.31 | 0.43 | 302% |
| Returns for 1 year | 20.30 | 12.69 | 160% |
| Returns for 3 years | 20.81 | 24.57 | 85% |
| Returns for 5 years | 55.79 | 41.01 | 136% |
| Returns for 10 years | 124.23 | 9.81 | 1,266% |