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NEFSX vs VSTSX
NEFSX vs VSTSX Comparison
Open Charts NEFSX vs VSTSX
Natixis US Equity Opportunities A
Price$44.27
Change+$0.37 (+0.84%)
VolumeN/A
Net Assets1.16B
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
NEFSX vs VSTSX Comparison Chart
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NEFSX vs. VSTSX commentary
Jan 19, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. NEFSX (1.16B). VSTSX pays higher dividends than NEFSX: VSTSX (1.36) vs NEFSX (0.08). NEFSX was incepted earlier than VSTSX: NEFSX (31 years) vs VSTSX (9 years). NEFSX is a more actively managed with annual turnover of: 36.00 vs. VSTSX (2.00). NEFSX has a lower initial minimum investment than VSTSX: NEFSX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. NEFSX (22.70). VSTSX return over 5 years is better than : 76.20 vs. NEFSX (17.25).
| NEFSX | VSTSX | NEFSX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 2.335 | 2.247 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.78T | 0% |
| Annual Yield % from dividends | 0.08 | 1.36 | 6% |
| Returns for 1 year | 22.70 | 25.28 | 90% |
| Returns for 3 years | 4.59 | 29.03 | 16% |
| Returns for 5 years | 17.25 | 76.20 | 23% |
| Returns for 10 years | 66.52 | N/A | - |
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