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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$45.87
Change-$1.52 (-3.21%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
NEFSX vs VTSAX Comparison Chart
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NEFSX vs. VTSAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. NEFSX (1.17B). VTSAX pays higher dividends than NEFSX: VTSAX (1.35) vs NEFSX (0.08). NEFSX was incepted earlier than VTSAX: NEFSX (30 years) vs VTSAX (24 years). NEFSX is a more actively managed with annual turnover of: 36.00 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 : 26.91 vs. NEFSX (20.71). VTSAX return over 5 years is better than : 84.17 vs. NEFSX (21.36).
| NEFSX | VTSAX | NEFSX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 24 years | - |
| Gain YTD | 29.045 | 26.390 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 1.84T | 0% |
| Annual Yield % from dividends | 0.08 | 1.35 | 6% |
| Returns for 1 year | 20.71 | 26.91 | 77% |
| Returns for 3 years | 4.60 | 27.89 | 17% |
| Returns for 5 years | 21.36 | 84.17 | 25% |
| Returns for 10 years | 29.49 | 192.77 | 15% |