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NESYX vs VTSMX
NESYX vs VTSMX Comparison
Open Charts NESYX vs VTSMX
Natixis US Equity Opportunities Y
Price$57.21
Change+$0.50 (+0.88%)
VolumeN/A
Net Assets1.1B
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
NESYX vs VTSMX Comparison Chart
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NESYX vs. VTSMX commentary
Apr 03, 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 NESYX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. NESYX (1.1B). VTSMX pays higher dividends than NESYX: VTSMX (1.25) vs NESYX (0.25). NESYX was incepted earlier than VTSMX: NESYX (30 years) vs VTSMX (33 years). NESYX (0.84) is less costly to investors than VTSMX (0.14). NESYX is a more actively managed with annual turnover of: 36.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than NESYX: VTSMX (3000) vs NESYX (100000). NESYX annual gain was more profitable for investors over the last year : 6.62 vs. VTSMX (6.05). VTSMX return over 5 years is better than : 119.80 vs. NESYX (70.41).
| NESYX | VTSMX | NESYX / VTSMX | |
| Total Expense Ratio | 0.83 | 0.14 | 593% |
| Annual Report Gross Expense Ratio | 0.84 | 0.14 | 600% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | -2.392 | -5.128 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | 6.62 | 6.05 | 109% |
| Returns for 3 years | 10.61 | 20.52 | 52% |
| Returns for 5 years | 70.41 | 119.80 | 59% |
| Returns for 10 years | 80.55 | 165.35 | 49% |