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NECCX vs VTSMX
NECCX vs VTSMX Comparison
Open Charts NECCX vs VTSMX
Natixis US Equity Opportunities C
Price$14.19
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets1.25B
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
NECCX vs VTSMX Comparison Chart in %
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NECCX vs. VTSMX commentary
Aug 10, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. NECCX (1.25B). VTSMX pays higher dividends than NECCX: VTSMX (1.09) vs NECCX (0.00). NECCX was incepted earlier than VTSMX: NECCX (31 years) vs VTSMX (33 years). NECCX (1.82) is less costly to investors than VTSMX (0.14). NECCX is a more actively managed with annual turnover of: 33.00 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 : 19.68 vs. NECCX (-2.47). VTSMX return over 5 years is better than : 84.96 vs. NECCX (-37.40).
| NECCX | VTSMX | NECCX / VTSMX | |
| Total Expense Ratio | 1.82 | 0.14 | 1,300% |
| Annual Report Gross Expense Ratio | 1.82 | 0.14 | 1,300% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 0.710 | 8.067 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | -2.47 | 19.68 | -13% |
| Returns for 3 years | -14.74 | 51.93 | -28% |
| Returns for 5 years | -37.40 | 84.96 | -44% |
| Returns for 10 years | -32.54 | 201.27 | -16% |
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