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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$46.23
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets1.24B
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
NEFSX vs VTSMX Comparison Chart in %
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NEFSX vs. VTSMX commentary
Jul 19, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. NEFSX (1.24B). VTSMX pays higher dividends than NEFSX: VTSMX (1.12) vs NEFSX (0.09). NEFSX was incepted earlier than VTSMX: NEFSX (31 years) vs VTSMX (33 years). NEFSX (1.07) is less costly to investors than VTSMX (0.14). NEFSX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). NEFSX has a lower initial minimum investment than VTSMX: NEFSX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.47 vs. NEFSX (10.61). VTSMX return over 5 years is better than : 90.23 vs. NEFSX (27.61).
| NEFSX | VTSMX | NEFSX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 6.958 | 6.762 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.12 | 8% |
| Returns for 1 year | 10.61 | 12.47 | 85% |
| Returns for 3 years | 45.74 | 62.18 | 74% |
| Returns for 5 years | 27.61 | 90.23 | 31% |
| Returns for 10 years | 61.37 | 191.62 | 32% |
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