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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$41.59
Change+$0.47 (+1.14%)
VolumeN/A
Net Assets1.1B
Vanguard Total Stock Mkt Idx Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
NEFSX vs VTSAX Comparison Chart
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NEFSX vs. VTSAX commentary
May 09, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. NEFSX (1.1B). VTSAX pays higher dividends than NEFSX: VTSAX (1.36) vs NEFSX (0.10). NEFSX was incepted earlier than VTSAX: NEFSX (31 years) vs VTSAX (25 years). NEFSX (1.09) is less costly to investors than VTSAX (0.04). NEFSX is a more actively managed with annual turnover of: 33.00 vs. VTSAX (2.00). NEFSX has a lower initial minimum investment than VTSAX: NEFSX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 7.85 vs. NEFSX (3.52). VTSAX return over 5 years is better than : 87.93 vs. NEFSX (25.67).
| NEFSX | VTSAX | NEFSX / VTSAX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | -5.571 | -4.657 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.72T | 0% |
| Annual Yield % from dividends | 0.10 | 1.36 | 7% |
| Returns for 1 year | 3.52 | 7.85 | 45% |
| Returns for 3 years | 17.82 | 39.39 | 45% |
| Returns for 5 years | 25.67 | 87.93 | 29% |
| Returns for 10 years | 44.26 | 163.37 | 27% |