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NECCX vs VFIAX
NECCX vs VFIAX Comparison
Open Charts NECCX vs VFIAX
Natixis US Equity Opportunities C
Price$17.18
Change+$0.13 (+0.76%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.84
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
NECCX vs VFIAX Comparison Chart
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NECCX vs. VFIAX commentary
Nov 23, 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 StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. NECCX (1.15B). 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). VFIAX annual gain was more profitable for investors over the last year : 31.04 vs. NECCX (12.19). VFIAX return over 5 years is better than : 91.91 vs. NECCX (-29.21).
| 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 | 27.319 | 25.471 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.28T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 12.19 | 31.04 | 39% |
| Returns for 3 years | -32.68 | 27.30 | -120% |
| Returns for 5 years | -29.21 | 91.91 | -32% |
| Returns for 10 years | -42.22 | 190.38 | -22% |