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NEJCX vs VSMAX
NEJCX vs VSMAX Comparison
Open Charts NEJCX vs VSMAX
Natixis Vaughan Nelson Small Cap Value C
Price$6.88
Change-$0.07 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
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NEJCX vs VSMAX Comparison Chart
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NEJCX vs. VSMAX commentary
Sep 21, 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: 149B vs. NEJCX (1.23B). 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 : 25.54 vs. NEJCX (20.74). VSMAX return over 5 years is better than : 53.45 vs. NEJCX (-10.19).
| 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 | 5.684 | 10.898 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 149B | 1% |
| Annual Yield % from dividends | 0.84 | 1.42 | 59% |
| Returns for 1 year | 20.74 | 25.54 | 81% |
| Returns for 3 years | -27.61 | 8.91 | -310% |
| Returns for 5 years | -10.19 | 53.45 | -19% |
| Returns for 10 years | -59.78 | 121.55 | -49% |
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