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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$46.90
Change-$0.20 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.20
Change-$0.55 (-0.38%)
VolumeN/A
CapitalizationN/A
NEFSX vs VTSMX Comparison Chart
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NEFSX vs. VTSMX commentary
Nov 13, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. NEFSX (1.16B). VTSMX pays higher dividends than NEFSX: VTSMX (1.26) vs NEFSX (0.08). NEFSX was incepted earlier than VTSMX: NEFSX (30 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 : 36.46 vs. NEFSX (31.54). VTSMX return over 5 years is better than : 89.01 vs. NEFSX (26.18).
| NEFSX | VTSMX | NEFSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 27.710 | 24.948 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.73T | 0% |
| Annual Yield % from dividends | 0.08 | 1.26 | 6% |
| Returns for 1 year | 31.54 | 36.46 | 87% |
| Returns for 3 years | -2.23 | 22.89 | -10% |
| Returns for 5 years | 26.18 | 89.01 | 29% |
| Returns for 10 years | 29.63 | 193.59 | 15% |