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NEFJX vs VSMAX
NEFJX vs VSMAX Comparison
Open Charts NEFJX vs VSMAX
Natixis Vaughan Nelson Small Cap A
Price$19.74
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets1.29B
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
NEFJX vs VSMAX Comparison Chart in %
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NEFJX vs. VSMAX commentary
Aug 08, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. NEFJX (1.29B). VSMAX pays higher dividends than NEFJX: VSMAX (1.37) vs NEFJX (0.69). 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 : 11.56 vs. NEFJX (4.08). VSMAX return over 5 years is better than : 55.27 vs. NEFJX (47.56).
| 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 | 1.179 | 0.656 | 180% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 154B | 1% |
| Annual Yield % from dividends | 0.69 | 1.37 | 50% |
| Returns for 1 year | 4.08 | 11.56 | 35% |
| Returns for 3 years | 21.34 | 24.25 | 88% |
| Returns for 5 years | 47.56 | 55.27 | 86% |
| Returns for 10 years | -8.48 | 111.53 | -8% |