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NAESX vs NEFJX
NAESX vs NEFJX Comparison
Open Charts NAESX vs NEFJX
Vanguard Small Cap Index I
Price$122.77
Change-$0.28 (-0.23%)
VolumeN/A
Net Assets161.58B
Natixis Vaughan Nelson Small Cap A
Price$21.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.32B
NAESX vs NEFJX Comparison Chart in %
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NAESX vs. NEFJX commentary
Dec 04, 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 Buy and NEFJX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NEFJX (1.32B). NAESX pays higher dividends than NEFJX: NAESX (1.21) vs NEFJX (0.63). 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 : 0.94 vs. NAESX (-0.86). NAESX (40.97) and NEFJX (39.18) have equivalent 5 years return.
| 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 | 7.092 | 10.815 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.32B | 12,263% |
| Annual Yield % from dividends | 1.21 | 0.63 | 191% |
| Returns for 1 year | -0.86 | 0.94 | -92% |
| Returns for 3 years | 32.07 | 30.60 | 105% |
| Returns for 5 years | 40.97 | 39.18 | 105% |
| Returns for 10 years | 131.34 | 4.39 | 2,994% |
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