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NEFSX vs VSMPX
NEFSX vs VSMPX Comparison
Open Charts NEFSX vs VSMPX
Natixis US Equity Opportunities A
Price$43.39
Change-$0.19 (-0.44%)
VolumeN/A
Net Assets1.16B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
NEFSX vs VSMPX Comparison Chart
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NEFSX vs. VSMPX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. NEFSX (1.16B). VSMPX pays higher dividends than NEFSX: VSMPX (1.29) vs NEFSX (0.09). NEFSX was incepted earlier than VSMPX: NEFSX (31 years) vs VSMPX (10 years). NEFSX (1.07) is less costly to investors than VSMPX (0.02). NEFSX is a more actively managed with annual turnover of: 33.00 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 : 10.97 vs. NEFSX (8.85). VSMPX return over 5 years is better than : 81.02 vs. NEFSX (20.06).
| NEFSX | VSMPX | NEFSX / VSMPX | |
| Total Expense Ratio | 1.07 | 0.02 | 5,350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.02 | 5,350% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 0.301 | 0.837 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.82T | 0% |
| Annual Yield % from dividends | 0.09 | 1.29 | 7% |
| Returns for 1 year | 8.85 | 10.97 | 81% |
| Returns for 3 years | 23.47 | 40.40 | 58% |
| Returns for 5 years | 20.06 | 81.02 | 25% |
| Returns for 10 years | 55.45 | 171.64 | 32% |
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