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NAESX vs NEJYX
NAESX vs NEJYX Comparison
Open Charts NAESX vs NEJYX
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
Natixis Vaughan Nelson Small Cap Y
Price$22.77
Change+$0.22 (+0.98%)
VolumeN/A
Net Assets1.34B
NAESX vs NEJYX Comparison Chart in %
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NAESX vs. NEJYX commentary
Oct 07, 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 NEJYX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NEJYX (1.34B). NAESX pays higher dividends than NEJYX: NAESX (1.23) vs NEJYX (0.79). NAESX was incepted earlier than NEJYX: NAESX (65 years) vs NEJYX (19 years). NEJYX (1.07) is less costly to investors than NAESX (0.17). NEJYX is a more actively managed with annual turnover of: 80.00 vs. NAESX (13.00). 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 : 9.31 vs. NEJYX (6.81). NAESX (60.60) and NEJYX (58.03) have equivalent 5 years return.
| NAESX | NEJYX | NAESX / NEJYX | |
| Total Expense Ratio | 0.17 | 1.00 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.07 | 16% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 7.501 | 8.361 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.34B | 12,063% |
| Annual Yield % from dividends | 1.23 | 0.79 | 155% |
| Returns for 1 year | 9.31 | 6.81 | 137% |
| Returns for 3 years | 48.29 | 42.90 | 113% |
| Returns for 5 years | 60.60 | 58.03 | 104% |
| Returns for 10 years | 133.33 | 8.33 | 1,600% |
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