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NEFSX vs VSMPX
NEFSX vs VSMPX Comparison
Open Charts NEFSX vs VSMPX
Natixis US Equity Opportunities A
Price$41.55
Change-$0.19 (-0.46%)
VolumeN/A
Net Assets1.1B
Vanguard Total Stock Mkt Idx Instl Pls
Price$251.25
Change+$1.18 (+0.47%)
VolumeN/A
Net Assets1.81T
NEFSX vs VSMPX Comparison Chart
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NEFSX vs. VSMPX commentary
Mar 13, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. NEFSX (1.1B). VSMPX pays higher dividends than NEFSX: VSMPX (1.25) vs NEFSX (0.11). NEFSX was incepted earlier than VSMPX: NEFSX (31 years) vs VSMPX (10 years). NEFSX (1.09) is less costly to investors than VSMPX (0.02). NEFSX is a more actively managed with annual turnover of: 36.00 vs. VSMPX (2.00). NEFSX has a lower initial minimum investment than VSMPX: NEFSX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.63 vs. NEFSX (5.90). VSMPX return over 5 years is better than : 121.90 vs. NEFSX (50.93).
| NEFSX | VSMPX | NEFSX / VSMPX | |
| Total Expense Ratio | 1.08 | 0.02 | 5,400% |
| Annual Report Gross Expense Ratio | 1.09 | 0.02 | 5,450% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | -3.514 | -4.876 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.81T | 0% |
| Annual Yield % from dividends | 0.11 | 1.25 | 9% |
| Returns for 1 year | 5.90 | 8.63 | 68% |
| Returns for 3 years | 9.42 | 30.45 | 31% |
| Returns for 5 years | 50.93 | 121.90 | 42% |
| Returns for 10 years | 51.26 | N/A | - |
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