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NEFSX vs VITSX
NEFSX vs VITSX Comparison
Open Charts NEFSX vs VITSX
Natixis US Equity Opportunities A
Price$42.57
Change+$0.37 (+0.88%)
VolumeN/A
Net Assets1.1B
Vanguard Total Stock Market Idx I
Price$135.38
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
NEFSX vs VITSX Comparison Chart
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NEFSX vs. VITSX commentary
Apr 03, 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 NEFSX is a Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. NEFSX (1.1B). VITSX pays higher dividends than NEFSX: VITSX (1.36) vs NEFSX (0.11). NEFSX was incepted earlier than VITSX: NEFSX (31 years) vs VITSX (28 years). NEFSX (1.09) is less costly to investors than VITSX (0.03). NEFSX is a more actively managed with annual turnover of: 36.00 vs. VITSX (2.00). NEFSX has a lower initial minimum investment than VITSX: NEFSX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 7.36 vs. NEFSX (4.78). VITSX return over 5 years is better than : 124.44 vs. NEFSX (50.85).
| NEFSX | VITSX | NEFSX / VITSX | |
| Total Expense Ratio | 1.08 | 0.03 | 3,600% |
| Annual Report Gross Expense Ratio | 1.09 | 0.03 | 3,633% |
| Fund Existence | 31 years | 28 years | - |
| Gain YTD | -2.450 | -4.755 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.81T | 0% |
| Annual Yield % from dividends | 0.11 | 1.36 | 8% |
| Returns for 1 year | 4.78 | 7.36 | 65% |
| Returns for 3 years | 2.83 | 21.03 | 13% |
| Returns for 5 years | 50.85 | 124.44 | 41% |
| Returns for 10 years | 52.11 | 166.92 | 31% |
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