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NEFJX vs VSMAX
NEFJX vs VSMAX Comparison
Open Charts NEFJX vs VSMAX
Natixis Vaughan Nelson Small Cap A
Price$19.56
Change-$0.42 (-2.10%)
VolumeN/A
Net Assets1.36B
Vanguard Small Cap Index Admiral Shares
Price$115.33
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
NEFJX vs VSMAX Comparison Chart in %
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NEFJX vs. VSMAX commentary
Jul 17, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. NEFJX (1.36B). VSMAX pays higher dividends than NEFJX: VSMAX (1.40) vs NEFJX (0.71). NEFJX was incepted earlier than VSMAX: NEFJX (29 years) vs VSMAX (25 years). NEFJX (1.31) is less costly to investors than VSMAX (0.05). NEFJX is a more actively managed with annual turnover of: 80.00 vs. VSMAX (13.00). NEFJX has a lower initial minimum investment than VSMAX: NEFJX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 2.43 vs. NEFJX (-3.06). VSMAX return over 5 years is better than : 62.15 vs. NEFJX (55.05).
| NEFJX | VSMAX | NEFJX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.31 | 0.05 | 2,620% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 0.256 | -0.336 | -76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 153B | 1% |
| Annual Yield % from dividends | 0.71 | 1.40 | 51% |
| Returns for 1 year | -3.06 | 2.43 | -126% |
| Returns for 3 years | 29.63 | 34.95 | 85% |
| Returns for 5 years | 55.05 | 62.15 | 89% |
| Returns for 10 years | -10.30 | 103.48 | -10% |
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