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NECCX vs VTSMX
NECCX vs VTSMX Comparison
Open Charts NECCX vs VTSMX
Natixis US Equity Opportunities C
Price$17.18
Change+$0.13 (+0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
NECCX vs VTSMX Comparison Chart
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NECCX vs. VTSMX 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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. NECCX (1.15B). VTSMX pays higher dividends than NECCX: VTSMX (1.26) vs NECCX (0.00). NECCX was incepted earlier than VTSMX: NECCX (30 years) vs VTSMX (33 years). NECCX is a more actively managed with annual turnover of: 36.00 vs. VTSMX (2.00). NECCX has a lower initial minimum investment than VTSMX: NECCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.88 vs. NECCX (12.19). VTSMX return over 5 years is better than : 88.21 vs. NECCX (-29.21).
| NECCX | VTSMX | NECCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 27.319 | 25.069 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 12.19 | 31.88 | 38% |
| Returns for 3 years | -32.68 | 23.72 | -138% |
| Returns for 5 years | -29.21 | 88.21 | -33% |
| Returns for 10 years | -42.22 | 189.74 | -22% |
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