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NEFJX vs VSCIX
NEFJX vs VSCIX Comparison
Open Charts NEFJX vs VSCIX
Natixis Vaughan Nelson Small Cap Value A
Price$17.45
Change+$1.35 (+8.39%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
NEFJX vs VSCIX Comparison Chart
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NEFJX vs. VSCIX commentary
Apr 11, 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 NEFJX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. NEFJX (1.13B). VSCIX pays higher dividends than NEFJX: VSCIX (1.53) vs NEFJX (0.74). NEFJX was incepted earlier than VSCIX: NEFJX (28 years) vs VSCIX (28 years). NEFJX (1.37) is less costly to investors than VSCIX (0.04). NEFJX is a more actively managed with annual turnover of: 72.00 vs. VSCIX (12.00). NEFJX has a lower initial minimum investment than VSCIX: NEFJX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -13.68 vs. NEFJX (-18.73). VSCIX return over 5 years is better than : 56.55 vs. NEFJX (39.43).
| NEFJX | VSCIX | NEFJX / VSCIX | |
| Total Expense Ratio | 1.26 | 0.04 | 3,150% |
| Annual Report Gross Expense Ratio | 1.37 | 0.04 | 3,425% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | -17.478 | -19.289 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 143B | 1% |
| Annual Yield % from dividends | 0.74 | 1.53 | 48% |
| Returns for 1 year | -18.73 | -13.68 | 137% |
| Returns for 3 years | -1.63 | -5.11 | 32% |
| Returns for 5 years | 39.43 | 56.55 | 70% |
| Returns for 10 years | -24.60 | 63.61 | -39% |
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