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NAESX vs NEJYX
NAESX vs NEJYX Comparison
Open Charts NAESX vs NEJYX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Natixis Vaughan Nelson Small Cap Y
Price$19.84
Change+$0.23 (+1.17%)
VolumeN/A
Net Assets1.27B
NAESX vs NEJYX Comparison Chart
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NAESX vs. NEJYX commentary
Jun 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 StrongBuy and NEJYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NEJYX (1.27B). NAESX pays higher dividends than NEJYX: NAESX (1.35) vs NEJYX (0.90). 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 : 5.13 vs. NEJYX (-2.92). NAESX return over 5 years is better than : 52.20 vs. NEJYX (38.86).
| 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 | -4.086 | -5.766 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.27B | 11,635% |
| Annual Yield % from dividends | 1.35 | 0.90 | 150% |
| Returns for 1 year | 5.13 | -2.92 | -176% |
| Returns for 3 years | 16.63 | 9.91 | 168% |
| Returns for 5 years | 52.20 | 38.86 | 134% |
| Returns for 10 years | 96.08 | -9.39 | -1,023% |