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NECCX vs VFIAX
NECCX vs VFIAX Comparison
Open Charts NECCX vs VFIAX
Natixis US Equity Opportunities C
Price$16.90
Change+$0.14 (+0.84%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
NECCX vs VFIAX Comparison Chart
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NECCX vs. VFIAX commentary
Dec 24, 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 NECCX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. NECCX (1.14B). VFIAX pays higher dividends than NECCX: VFIAX (1.32) vs NECCX (0.00). NECCX was incepted earlier than VFIAX: NECCX (30 years) vs VFIAX (24 years). NECCX is a more actively managed with annual turnover of: 36.00 vs. VFIAX (2.00). NECCX has a lower initial minimum investment than VFIAX: NECCX (2500) vs VFIAX (3000). NECCX (25.80) and VFIAX (25.43) have marching annual gain over last year. VFIAX return over 5 years is better than : 84.86 vs. NECCX (-33.38).
| NECCX | VFIAX | NECCX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 25.244 | 24.793 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 25.80 | 25.43 | 101% |
| Returns for 3 years | -31.52 | 28.07 | -112% |
| Returns for 5 years | -33.38 | 84.86 | -39% |
| Returns for 10 years | -17.30 | 186.22 | -9% |
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