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NECCX vs VFIAX
NECCX vs VFIAX Comparison
Open Charts NECCX vs VFIAX
Natixis US Equity Opportunities C
Price$15.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$528.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NECCX vs VFIAX Comparison Chart
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NECCX vs. VFIAX commentary
Sep 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. NECCX (1.06B). 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 : 26.45 vs. NECCX (1.70). VFIAX return over 5 years is better than : 87.65 vs. NECCX (-33.75).
| 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 | 14.053 | 18.190 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.24T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 1.70 | 26.45 | 6% |
| Returns for 3 years | -37.49 | 26.76 | -140% |
| Returns for 5 years | -33.75 | 87.65 | -39% |
| Returns for 10 years | -46.94 | 182.25 | -26% |