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NEFJX vs VSMAX
NEFJX vs VSMAX Comparison
Open Charts NEFJX vs VSMAX
Natixis Vaughan Nelson Small Cap A
Price$18.37
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.27B
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
NEFJX vs VSMAX Comparison Chart
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NEFJX vs. VSMAX commentary
Jun 07, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NEFJX (1.27B). VSMAX pays higher dividends than NEFJX: VSMAX (1.48) vs NEFJX (0.75). NEFJX was incepted earlier than VSMAX: NEFJX (28 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 : 4.90 vs. NEFJX (-3.80). VSMAX return over 5 years is better than : 52.62 vs. NEFJX (35.72).
| 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 | 28 years | 25 years | - |
| Gain YTD | -5.843 | -3.912 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 148B | 1% |
| Annual Yield % from dividends | 0.75 | 1.48 | 51% |
| Returns for 1 year | -3.80 | 4.90 | -78% |
| Returns for 3 years | 9.91 | 18.34 | 54% |
| Returns for 5 years | 35.72 | 52.62 | 68% |
| Returns for 10 years | -14.20 | 96.38 | -15% |
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