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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$45.93
Change-$0.26 (-0.56%)
VolumeN/A
Net Assets1.25B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
NEFSX vs VTSMX Comparison Chart in %
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NEFSX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. NEFSX (1.25B). VTSMX pays higher dividends than NEFSX: VTSMX (1.09) 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 : 21.77 vs. NEFSX (18.95). VTSMX return over 5 years is better than : 83.91 vs. NEFSX (23.75).
| 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 | 6.773 | 7.450 | 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 | 1.09 | 8% |
| Returns for 1 year | 18.95 | 21.77 | 87% |
| Returns for 3 years | 33.14 | 50.15 | 66% |
| Returns for 5 years | 23.75 | 83.91 | 28% |
| Returns for 10 years | 60.53 | 196.78 | 31% |
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