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NEFJX vs VSMAX
NEFJX vs VSMAX Comparison
Open Charts NEFJX vs VSMAX
Natixis Vaughan Nelson Small Cap Value A
Price$20.05
Change-$0.22 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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NEFJX vs VSMAX Comparison Chart
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NEFJX vs. VSMAX commentary
Sep 21, 2024
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: 149B vs. NEFJX (1.23B). 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 : 25.54 vs. NEFJX (21.50). VSMAX return over 5 years is better than : 53.45 vs. NEFJX (32.99).
| 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 | 6.197 | 10.898 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 149B | 1% |
| Annual Yield % from dividends | 0.27 | 1.42 | 19% |
| Returns for 1 year | 21.50 | 25.54 | 84% |
| Returns for 3 years | 4.32 | 8.91 | 48% |
| Returns for 5 years | 32.99 | 53.45 | 62% |
| Returns for 10 years | -9.23 | 121.55 | -8% |
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