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NEFSX vs VITSX
NEFSX vs VITSX Comparison
Open Charts NEFSX vs VITSX
Natixis US Equity Opportunities A
Price$46.90
Change-$0.20 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$144.26
Change-$0.56 (-0.39%)
VolumeN/A
CapitalizationN/A
NEFSX vs VITSX Comparison Chart
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NEFSX vs. VITSX commentary
Nov 13, 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 NEFSX is a StrongBuy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.73T vs. NEFSX (1.16B). VITSX pays higher dividends than NEFSX: VITSX (1.36) vs NEFSX (0.08). NEFSX was incepted earlier than VITSX: NEFSX (30 years) vs VITSX (27 years). 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 : 36.47 vs. NEFSX (31.54). VITSX return over 5 years is better than : 89.01 vs. NEFSX (26.18).
| NEFSX | VITSX | NEFSX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 27 years | - |
| Gain YTD | 27.710 | 24.974 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.73T | 0% |
| Annual Yield % from dividends | 0.08 | 1.36 | 6% |
| Returns for 1 year | 31.54 | 36.47 | 86% |
| Returns for 3 years | -2.23 | 22.90 | -10% |
| Returns for 5 years | 26.18 | 89.01 | 29% |
| Returns for 10 years | 29.63 | 194.27 | 15% |