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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$45.93
Change-$0.26 (-0.56%)
VolumeN/A
Net Assets1.25B
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
NEFSX vs VTSAX Comparison Chart in %
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NEFSX vs. VTSAX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. NEFSX (1.25B). VTSAX pays higher dividends than NEFSX: VTSAX (1.18) vs NEFSX (0.09). 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 : 21.78 vs. NEFSX (18.95). VTSAX return over 5 years is better than : 83.94 vs. NEFSX (23.75).
| 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 | 6.773 | 7.459 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.18 | 7% |
| Returns for 1 year | 18.95 | 21.78 | 87% |
| Returns for 3 years | 33.14 | 50.18 | 66% |
| Returns for 5 years | 23.75 | 83.94 | 28% |
| Returns for 10 years | 60.53 | 197.46 | 31% |
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