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NEFJX vs VSMAX
NEFJX vs VSMAX Comparison
Open Charts NEFJX vs VSMAX
Natixis Vaughan Nelson Small Cap A
Price$19.90
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets1.37B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
NEFJX vs VSMAX Comparison Chart in %
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NEFJX vs. VSMAX 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 NEFJX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. NEFJX (1.37B). VSMAX pays higher dividends than NEFJX: VSMAX (1.40) vs NEFJX (0.71). NEFJX was incepted earlier than VSMAX: NEFJX (29 years) vs VSMAX (25 years). NEFJX (1.31) is less costly to investors than VSMAX (0.05). NEFJX is a more actively managed with annual turnover of: 80.00 vs. VSMAX (13.00). NEFJX has a lower initial minimum investment than VSMAX: NEFJX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. NEFJX (3.99). VSMAX return over 5 years is better than : 69.54 vs. NEFJX (62.46).
| NEFJX | VSMAX | NEFJX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.31 | 0.05 | 2,620% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 1.999 | 1.447 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 148B | 1% |
| Annual Yield % from dividends | 0.71 | 1.40 | 51% |
| Returns for 1 year | 3.99 | 12.25 | 33% |
| Returns for 3 years | 31.79 | 37.95 | 84% |
| Returns for 5 years | 62.46 | 69.54 | 90% |
| Returns for 10 years | -8.33 | 109.34 | -8% |