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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
Natixis Vaughan Nelson Small Cap A
Price$21.36
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.31B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Nov 14, 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 (1.31B). NAESX pays higher dividends than NEFJX: NAESX (1.22) vs NEFJX (0.65). 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). NEFJX annual gain was more profitable for investors over the last year : 1.61 vs. NAESX (1.42). NAESX return over 5 years is better than : 48.22 vs. NEFJX (45.27).
| 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 | 6.726 | 9.482 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.31B | 12,338% |
| Annual Yield % from dividends | 1.22 | 0.65 | 188% |
| Returns for 1 year | 1.42 | 1.61 | 89% |
| Returns for 3 years | 33.14 | 30.51 | 109% |
| Returns for 5 years | 48.22 | 45.27 | 107% |
| Returns for 10 years | 137.58 | 6.11 | 2,251% |
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