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NECCX vs VTSMX
NECCX vs VTSMX Comparison
Open Charts NECCX vs VTSMX
Natixis US Equity Opportunities C
Price$14.21
Change+$0.11 (+0.78%)
VolumeN/A
Net Assets1.23B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
NECCX vs VTSMX Comparison Chart in %
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NECCX vs. VTSMX 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 NECCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NECCX (1.23B). VTSMX pays higher dividends than NECCX: VTSMX (1.12) vs NECCX (0.00). NECCX was incepted earlier than VTSMX: NECCX (31 years) vs VTSMX (33 years). NECCX (1.82) is less costly to investors than VTSMX (0.14). NECCX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). NECCX has a lower initial minimum investment than VTSMX: NECCX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. NECCX (-6.02). VTSMX return over 5 years is better than : 95.59 vs. NECCX (-33.69).
| NECCX | VTSMX | NECCX / VTSMX | |
| Total Expense Ratio | 1.82 | 0.14 | 1,300% |
| Annual Report Gross Expense Ratio | 1.82 | 0.14 | 1,300% |
| Fund Existence | 31 years | 33 years | - |
| Gain YTD | 0.852 | 6.421 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | -6.02 | 13.89 | -43% |
| Returns for 3 years | -7.14 | 62.08 | -12% |
| Returns for 5 years | -33.69 | 95.59 | -35% |
| Returns for 10 years | -30.12 | 198.05 | -15% |
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