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NECCX vs VFIAX
NECCX vs VFIAX Comparison
Open Charts NECCX vs VFIAX
Natixis US Equity Opportunities C
Price$13.12
Change-$0.72 (-5.20%)
VolumeN/A
Net Assets1.11B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
NECCX vs VFIAX Comparison Chart
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NECCX vs. VFIAX commentary
Apr 04, 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 NECCX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. NECCX (1.11B). VFIAX pays higher dividends than NECCX: VFIAX (1.35) vs NECCX (0.04). NECCX was incepted earlier than VFIAX: NECCX (31 years) vs VFIAX (24 years). NECCX (1.84) is less costly to investors than VFIAX (0.04). 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 : 8.85 vs. NECCX (-6.57). VFIAX return over 5 years is better than : 127.96 vs. NECCX (-20.15).
| NECCX | VFIAX | NECCX / VFIAX | |
| Total Expense Ratio | 1.83 | 0.04 | 4,575% |
| Annual Report Gross Expense Ratio | 1.84 | 0.04 | 4,600% |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | -1.774 | -3.588 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 1.4T | 0% |
| Annual Yield % from dividends | 0.04 | 1.35 | 3% |
| Returns for 1 year | -6.57 | 8.85 | -74% |
| Returns for 3 years | -33.91 | 23.83 | -142% |
| Returns for 5 years | -20.15 | 127.96 | -16% |
| Returns for 10 years | -33.29 | 173.02 | -19% |
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