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NECCX vs VFIAX
NECCX vs VFIAX Comparison
Open Charts NECCX vs VFIAX
Natixis US Equity Opportunities C
Price$13.32
Change+$0.12 (+0.91%)
VolumeN/A
Net Assets1.15B
Vanguard 500 Index Admiral
Price$543.75
Change+$3.93 (+0.73%)
VolumeN/A
Net Assets1.33T
NECCX vs VFIAX Comparison Chart
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NECCX vs. VFIAX commentary
May 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. NECCX (1.15B). VFIAX pays higher dividends than NECCX: VFIAX (1.36) vs NECCX (0.00). NECCX was incepted earlier than VFIAX: NECCX (31 years) vs VFIAX (25 years). NECCX (1.82) is less costly to investors than VFIAX (0.04). NECCX is a more actively managed with annual turnover of: 33.00 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 : 11.96 vs. NECCX (-9.09). VFIAX return over 5 years is better than : 104.77 vs. NECCX (-31.22).
| NECCX | VFIAX | NECCX / VFIAX | |
| Total Expense Ratio | 1.82 | 0.04 | 4,550% |
| Annual Report Gross Expense Ratio | 1.82 | 0.04 | 4,550% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -6.317 | -0.528 | 1,197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -9.09 | 11.96 | -76% |
| Returns for 3 years | -19.28 | 45.26 | -43% |
| Returns for 5 years | -31.22 | 104.77 | -30% |
| Returns for 10 years | -37.25 | 175.45 | -21% |