Interact to see
Advertisement
Advertisement
NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Natixis Vaughan Nelson Small Cap A
Price$20.75
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets1.29B
NAESX vs NEFJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NEFJX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NEFJX (1.29B). NAESX pays higher dividends than NEFJX: NAESX (1.23) 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 : 4.92 vs. NEFJX (1.88). NAESX return over 5 years is better than : 55.28 vs. NEFJX (49.16).
| 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 | 5.577 | 6.356 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.29B | 12,578% |
| Annual Yield % from dividends | 1.23 | 0.66 | 187% |
| Returns for 1 year | 4.92 | 1.88 | 262% |
| Returns for 3 years | 41.91 | 35.82 | 117% |
| Returns for 5 years | 55.28 | 49.16 | 112% |
| Returns for 10 years | 130.16 | 1.29 | 10,054% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement