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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$44.99
Change-$0.84 (-1.83%)
VolumeN/A
Net Assets1.19B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
NEFSX vs VTSMX Comparison Chart
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NEFSX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. NEFSX (1.19B). VTSMX pays higher dividends than NEFSX: VTSMX (1.26) vs NEFSX (0.08). NEFSX was incepted earlier than VTSMX: NEFSX (31 years) vs VTSMX (33 years). NEFSX is a more actively managed with annual turnover of: 36.00 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 : 19.83 vs. NEFSX (15.58). VTSMX return over 5 years is better than : 78.15 vs. NEFSX (19.99).
| NEFSX | VTSMX | NEFSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 3.999 | 4.057 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 1.84T | 0% |
| Annual Yield % from dividends | 0.08 | 1.26 | 6% |
| Returns for 1 year | 15.58 | 19.83 | 79% |
| Returns for 3 years | 13.12 | 39.38 | 33% |
| Returns for 5 years | 19.99 | 78.15 | 26% |
| Returns for 10 years | 59.66 | 185.46 | 32% |