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NEFJX vs VSMAX
NEFJX vs VSMAX Comparison
Open Charts NEFJX vs VSMAX
Natixis Vaughan Nelson Small Cap Value A
Price$19.59
Change-$0.47 (-2.34%)
VolumeN/A
Net Assets1.28B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
NEFJX vs VSMAX Comparison Chart
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NEFJX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. NEFJX (1.29B). VSMAX pays higher dividends than NEFJX: VSMAX (1.42) vs NEFJX (0.27). NEFJX was incepted earlier than VSMAX: NEFJX (28 years) vs VSMAX (24 years). NEFJX is a more actively managed with annual turnover of: 72.00 vs. VSMAX (12.00). 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 : 14.26 vs. NEFJX (3.56). VSMAX return over 5 years is better than : 48.38 vs. NEFJX (28.90).
| NEFJX | VSMAX | NEFJX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 0.410 | 2.388 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 161B | 1% |
| Annual Yield % from dividends | 0.27 | 1.42 | 19% |
| Returns for 1 year | 3.56 | 14.26 | 25% |
| Returns for 3 years | 18.33 | 22.07 | 83% |
| Returns for 5 years | 28.90 | 48.38 | 60% |
| Returns for 10 years | -7.31 | 111.34 | -7% |