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NEFJX vs VSMAX
NEFJX vs VSMAX Comparison
Open Charts NEFJX vs VSMAX
Natixis Vaughan Nelson Small Cap Value A
Price$20.57
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets1.31B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
NEFJX vs VSMAX Comparison Chart
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NEFJX vs. VSMAX commentary
Jan 19, 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: 155B vs. NEFJX (1.31B). 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 : 21.26 vs. NEFJX (13.50). VSMAX return over 5 years is better than : 48.99 vs. NEFJX (30.83).
| 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 | 5.433 | 3.369 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 155B | 1% |
| Annual Yield % from dividends | 0.27 | 1.42 | 19% |
| Returns for 1 year | 13.50 | 21.26 | 64% |
| Returns for 3 years | 19.60 | 17.25 | 114% |
| Returns for 5 years | 30.83 | 48.99 | 63% |
| Returns for 10 years | 5.12 | 127.10 | 4% |
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