Interact to see
Advertisement
Advertisement
NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Natixis Vaughan Nelson Small Cap A
Price$20.96
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.36B
NAESX vs NEFJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NEFJX commentary
Sep 08, 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 NAESX is a Hold and NEFJX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NEFJX (1.36B). NAESX pays higher dividends than NEFJX: NAESX (1.20) vs NEFJX (0.66). NAESX was incepted earlier than NEFJX: NAESX (65 years) vs NEFJX (29 years). NEFJX (1.31) is less costly to investors than NAESX (0.17). NEFJX is a more actively managed with annual turnover of: 80.00 vs. NAESX (13.00). NEFJX has a lower initial minimum investment than NAESX: NEFJX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. NEFJX (8.46). NAESX return over 5 years is better than : 66.60 vs. NEFJX (58.20).
| NAESX | NEFJX | NAESX / NEFJX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.31 | 13% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | 6.494 | 7.432 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.36B | 11,812% |
| Annual Yield % from dividends | 1.20 | 0.66 | 182% |
| Returns for 1 year | 13.62 | 8.46 | 161% |
| Returns for 3 years | 39.23 | 36.49 | 108% |
| Returns for 5 years | 66.60 | 58.20 | 114% |
| Returns for 10 years | 132.36 | 0.43 | 30,443% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement