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NECCX vs VFIAX
NECCX vs VFIAX Comparison
Open Charts NECCX vs VFIAX
Natixis US Equity Opportunities C
Price$14.88
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets1.19B
Vanguard 500 Index Admiral
Price$564.97
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
NECCX vs VFIAX Comparison Chart
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NECCX vs. VFIAX commentary
Jan 24, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. NECCX (1.19B). VFIAX pays higher dividends than NECCX: VFIAX (1.32) vs NECCX (0.00). NECCX was incepted earlier than VFIAX: NECCX (31 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 : 25.22 vs. NECCX (9.14). VFIAX return over 5 years is better than : 84.80 vs. NECCX (-35.56).
| NECCX | VFIAX | NECCX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 4.826 | 3.541 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 1.35T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 9.14 | 25.22 | 36% |
| Returns for 3 years | -27.85 | 38.51 | -72% |
| Returns for 5 years | -35.56 | 84.80 | -42% |
| Returns for 10 years | -26.58 | 197.09 | -13% |
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