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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$42.57
Change+$0.37 (+0.88%)
VolumeN/A
Net Assets1.1B
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
NEFSX vs VTSMX Comparison Chart
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NEFSX vs. VTSMX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. NEFSX (1.1B). VTSMX pays higher dividends than NEFSX: VTSMX (1.25) vs NEFSX (0.11). NEFSX was incepted earlier than VTSMX: NEFSX (31 years) vs VTSMX (33 years). NEFSX (1.09) is less costly to investors than VTSMX (0.14). 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 : 7.35 vs. NEFSX (4.78). VTSMX return over 5 years is better than : 124.42 vs. NEFSX (50.85).
| NEFSX | VTSMX | NEFSX / VTSMX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.09 | 0.14 | 779% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | -2.450 | -4.752 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.81T | 0% |
| Annual Yield % from dividends | 0.11 | 1.25 | 9% |
| Returns for 1 year | 4.78 | 7.35 | 65% |
| Returns for 3 years | 2.83 | 21.00 | 13% |
| Returns for 5 years | 50.85 | 124.42 | 41% |
| Returns for 10 years | 52.11 | 166.40 | 31% |