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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 09, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. NEFSX (1.19B). 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 : 21.08 vs. NEFSX (-0.58). VTSMX return over 5 years is better than : 64.30 vs. NEFSX (1.25).
| 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 | -4.397 | 10.300 | -43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 2.3T | 0% |
| Annual Yield % from dividends | 0.01 | 0.99 | 1% |
| Returns for 1 year | -0.58 | 21.08 | -3% |
| Returns for 3 years | 27.83 | 69.96 | 40% |
| Returns for 5 years | 1.25 | 64.30 | 2% |
| Returns for 10 years | 63.98 | 252.31 | 25% |
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