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NEJCX vs VSMAX
NEJCX vs VSMAX Comparison
Open Charts NEJCX vs VSMAX
Natixis Vaughan Nelson Small Cap Value C
Price$5.62
Change+$0.07 (+1.26%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Index Admiral Shares
Price$98.60
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
NEJCX vs VSMAX Comparison Chart
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NEJCX vs. VSMAX commentary
Apr 12, 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 NEJCX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. NEJCX (1.17B). NEJCX pays higher dividends than VSMAX: NEJCX (1.93) vs VSMAX (1.52). NEJCX was incepted earlier than VSMAX: NEJCX (28 years) vs VSMAX (24 years). NEJCX (2.12) is less costly to investors than VSMAX (0.05). NEJCX is a more actively managed with annual turnover of: 72.00 vs. VSMAX (12.00). NEJCX has a lower initial minimum investment than VSMAX: NEJCX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -7.79 vs. NEJCX (-15.77). VSMAX return over 5 years is better than : 63.87 vs. NEJCX (-2.84).
| NEJCX | VSMAX | NEJCX / VSMAX | |
| Total Expense Ratio | 2.01 | 0.05 | 4,020% |
| Annual Report Gross Expense Ratio | 2.12 | 0.05 | 4,240% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -14.747 | -15.498 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 143B | 1% |
| Annual Yield % from dividends | 1.93 | 1.52 | 127% |
| Returns for 1 year | -15.77 | -7.79 | 202% |
| Returns for 3 years | -7.12 | -0.22 | 3,301% |
| Returns for 5 years | -2.84 | 63.87 | -4% |
| Returns for 10 years | -64.14 | 71.41 | -90% |
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