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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Natixis Vaughan Nelson Small Cap A
Price$22.13
Change+$1.12 (+5.33%)
VolumeN/A
Net Assets1.39B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Feb 04, 2026
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 (1.39B). NAESX pays higher dividends than NEFJX: NAESX (1.16) vs NEFJX (0.70). 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 (10.68) and NEFJX (10.68) have marching annual gain over last year. NAESX return over 5 years is better than : 31.77 vs. NEFJX (26.92).
| 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 | 5.519 | 7.167 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.39B | 11,688% |
| Annual Yield % from dividends | 1.16 | 0.70 | 166% |
| Returns for 1 year | 10.68 | 10.68 | 100% |
| Returns for 3 years | 33.00 | 31.57 | 105% |
| Returns for 5 years | 31.77 | 26.92 | 118% |
| Returns for 10 years | 185.98 | 41.28 | 450% |
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