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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Natixis Vaughan Nelson Small Cap A
Price$19.90
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets1.37B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Jul 07, 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 StrongBuy and NEFJX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NEFJX (1.37B). NAESX pays higher dividends than NEFJX: NAESX (1.28) vs NEFJX (0.71). 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 : 12.22 vs. NEFJX (3.99). NAESX return over 5 years is better than : 69.32 vs. NEFJX (62.46).
| 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 | 1.432 | 1.999 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.37B | 10,803% |
| Annual Yield % from dividends | 1.28 | 0.71 | 179% |
| Returns for 1 year | 12.22 | 3.99 | 306% |
| Returns for 3 years | 37.83 | 31.79 | 119% |
| Returns for 5 years | 69.32 | 62.46 | 111% |
| Returns for 10 years | 108.83 | -8.33 | -1,307% |