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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
NEFSX vs VTSMX Comparison Chart in %
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NEFSX vs. VTSMX commentary
Jul 31, 2026
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: 2.3T vs. NEFSX (1.17B). VTSMX pays higher dividends than NEFSX: VTSMX (0.99) vs NEFSX (0.01). NEFSX was incepted earlier than VTSMX: NEFSX (32 years) vs VTSMX (34 years). NEFSX (1.06) is less costly to investors than VTSMX (0.06). NEFSX is a more actively managed with annual turnover of: 38.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than NEFSX: VTSMX (0) vs NEFSX (2500). VTSMX annual gain was more profitable for investors over the last year : 15.53 vs. NEFSX (-2.35). VTSMX return over 5 years is better than : 59.59 vs. NEFSX (1.29).
| NEFSX | VTSMX | NEFSX / VTSMX | |
| Total Expense Ratio | 1.06 | 0.06 | 1,767% |
| Annual Report Gross Expense Ratio | 1.06 | 0.06 | 1,767% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | -4.460 | 7.504 | -59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 2.3T | 0% |
| Annual Yield % from dividends | 0.01 | 0.99 | 1% |
| Returns for 1 year | -2.35 | 15.53 | -15% |
| Returns for 3 years | 20.91 | 58.20 | 36% |
| Returns for 5 years | 1.29 | 59.59 | 2% |
| Returns for 10 years | 56.67 | 236.15 | 24% |
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