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NEJCX vs VSMAX
NEJCX vs VSMAX Comparison
Open Charts NEJCX vs VSMAX
Natixis Vaughan Nelson Small Cap Value C
Price$7.12
Change-$0.05 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
NEJCX vs VSMAX Comparison Chart
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NEJCX vs. VSMAX commentary
Nov 18, 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 NEJCX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. NEJCX (1.3B). VSMAX pays higher dividends than NEJCX: VSMAX (1.42) vs NEJCX (0.84). NEJCX was incepted earlier than VSMAX: NEJCX (28 years) vs VSMAX (24 years). 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 : 30.28 vs. NEJCX (23.66). VSMAX return over 5 years is better than : 55.62 vs. NEJCX (-7.89).
| NEJCX | VSMAX | NEJCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 9.370 | 15.803 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 151B | 1% |
| Annual Yield % from dividends | 0.84 | 1.42 | 59% |
| Returns for 1 year | 23.66 | 30.28 | 78% |
| Returns for 3 years | -34.08 | 4.74 | -719% |
| Returns for 5 years | -7.89 | 55.62 | -14% |
| Returns for 10 years | -59.56 | 123.30 | -48% |