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NEJYX vs VSMAX
NEJYX vs VSMAX Comparison
Open Charts NEJYX vs VSMAX
Natixis Vaughan Nelson Small Cap Value Y
Price$21.39
Change-$0.23 (-1.06%)
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
VS
NEJYX vs VSMAX Comparison Chart
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NEJYX vs. VSMAX commentary
Sep 22, 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 NEJYX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. NEJYX (1.21B). 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 : 25.54 vs. NEJYX (21.76). VSMAX return over 5 years is better than : 53.45 vs. NEJYX (36.20).
| 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 | 6.365 | 10.898 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 149B | 1% |
| Annual Yield % from dividends | 0.43 | 1.42 | 31% |
| Returns for 1 year | 21.76 | 25.54 | 85% |
| Returns for 3 years | 6.35 | 8.91 | 71% |
| Returns for 5 years | 36.20 | 53.45 | 68% |
| Returns for 10 years | -3.99 | 121.55 | -3% |
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