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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$46.98
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets1.27B
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
NEFSX vs VTSAX Comparison Chart in %
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NEFSX vs. VTSAX commentary
Nov 20, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. NEFSX (1.27B). VTSAX pays higher dividends than NEFSX: VTSAX (1.11) vs NEFSX (0.08). NEFSX was incepted earlier than VTSAX: NEFSX (31 years) vs VTSAX (25 years). NEFSX (1.07) 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 : 10.80 vs. NEFSX (1.35). VTSAX return over 5 years is better than : 77.64 vs. NEFSX (15.80).
| NEFSX | VTSAX | NEFSX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | 8.599 | 11.966 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 2.05T | 0% |
| Annual Yield % from dividends | 0.08 | 1.11 | 8% |
| Returns for 1 year | 1.35 | 10.80 | 12% |
| Returns for 3 years | 39.68 | 63.88 | 62% |
| Returns for 5 years | 15.80 | 77.64 | 20% |
| Returns for 10 years | 61.72 | 214.45 | 29% |