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NAESX vs NEJYX
NAESX vs NEJYX Comparison
Open Charts NAESX vs NEJYX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Natixis Vaughan Nelson Small Cap Value Y
Price$21.08
Change-$0.87 (-3.96%)
VolumeN/A
CapitalizationN/A
NAESX vs NEJYX Comparison Chart
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NAESX vs. NEJYX commentary
Dec 19, 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 Hold and NEJYX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. NEJYX (1.26B). 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 : 19.54 vs. NEJYX (11.15). NAESX return over 5 years is better than : 53.79 vs. NEJYX (36.00).
| 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 | 17.994 | 9.150 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.26B | 13,264% |
| Annual Yield % from dividends | 1.31 | 0.43 | 302% |
| Returns for 1 year | 19.54 | 11.15 | 175% |
| Returns for 3 years | 15.71 | 1.15 | 1,361% |
| Returns for 5 years | 53.79 | 36.00 | 149% |
| Returns for 10 years | 124.30 | -5.99 | -2,075% |