Ad is loading...
NEJYX vs VSMAX
NEJYX vs VSMAX Comparison
Open Charts NEJYX vs VSMAX
Natixis Vaughan Nelson Small Cap Value Y
Price$21.98
Change+$0.23 (+1.06%)
VolumeN/A
Net Assets1.35B
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
NEJYX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NEJYX vs. VSMAX commentary
Jan 31, 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 NEJYX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. NEJYX (1.35B). VSMAX pays higher dividends than NEJYX: VSMAX (1.42) vs NEJYX (0.43). NEJYX was incepted earlier than VSMAX: NEJYX (18 years) vs VSMAX (24 years). NEJYX is a more actively managed with annual turnover of: 72.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than NEJYX: VSMAX (3000) vs NEJYX (100000). VSMAX annual gain was more profitable for investors over the last year : 20.35 vs. NEJYX (12.69). VSMAX return over 5 years is better than : 55.98 vs. NEJYX (41.01).
| NEJYX | VSMAX | NEJYX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 5.622 | 3.638 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 155B | 1% |
| Annual Yield % from dividends | 0.43 | 1.42 | 31% |
| Returns for 1 year | 12.69 | 20.35 | 62% |
| Returns for 3 years | 24.57 | 20.91 | 118% |
| Returns for 5 years | 41.01 | 55.98 | 73% |
| Returns for 10 years | 9.81 | 124.89 | 8% |