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NEFSX vs VSMPX
NEFSX vs VSMPX Comparison
Open Charts NEFSX vs VSMPX
Natixis US Equity Opportunities A
Price$42.57
Change+$0.37 (+0.88%)
VolumeN/A
Net Assets1.1B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
NEFSX vs VSMPX Comparison Chart
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NEFSX vs. VSMPX 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 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 (1.37) 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 : 7.37 vs. NEFSX (4.78). VSMPX return over 5 years is better than : 124.51 vs. NEFSX (50.85).
| 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 | -2.450 | -4.751 | 52% |
| 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 | 1.37 | 8% |
| Returns for 1 year | 4.78 | 7.37 | 65% |
| Returns for 3 years | 2.83 | 21.06 | 13% |
| Returns for 5 years | 50.85 | 124.51 | 41% |
| Returns for 10 years | 52.11 | N/A | - |