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NEFSX vs VSTSX
NEFSX vs VSTSX Comparison
Open Charts NEFSX vs VSTSX
Natixis US Equity Opportunities A
Price$42.57
Change+$0.37 (+0.88%)
VolumeN/A
Net Assets1.1B
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.55
Change+$2.13 (+0.81%)
VolumeN/A
Net Assets1.81T
NEFSX vs VSTSX Comparison Chart
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NEFSX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. NEFSX (1.1B). VSTSX pays higher dividends than NEFSX: VSTSX (1.37) vs NEFSX (0.11). NEFSX was incepted earlier than VSTSX: NEFSX (31 years) vs VSTSX (9 years). NEFSX (1.09) is less costly to investors than VSTSX (0.01). 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 : 7.38 vs. NEFSX (4.78). VSTSX return over 5 years is better than : 124.58 vs. NEFSX (50.85).
| NEFSX | VSTSX | NEFSX / VSTSX | |
| Total Expense Ratio | 1.08 | 0.01 | 10,800% |
| Annual Report Gross Expense Ratio | 1.09 | 0.01 | 10,900% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | -2.450 | -4.752 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 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 | 7.38 | 65% |
| Returns for 3 years | 2.83 | 21.10 | 13% |
| Returns for 5 years | 50.85 | 124.58 | 41% |
| Returns for 10 years | 52.11 | N/A | - |