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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$44.12
Change-$0.42 (-0.94%)
VolumeN/A
Net Assets1.18B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
NEFSX vs VTSAX Comparison Chart
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NEFSX vs. VTSAX commentary
Jun 16, 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 NEFSX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. NEFSX (1.18B). VTSAX pays higher dividends than NEFSX: VTSAX (1.28) vs NEFSX (0.09). NEFSX was incepted earlier than VTSAX: NEFSX (31 years) vs VTSAX (25 years). NEFSX (1.07) is less costly to investors than VTSAX (0.04). NEFSX is a more actively managed with annual turnover of: 33.00 vs. VTSAX (2.00). NEFSX has a lower initial minimum investment than VTSAX: NEFSX (2500) vs VTSAX (3000). NEFSX (10.10) and VTSAX (10.07) have marching annual gain over last year. VTSAX return over 5 years is better than : 91.40 vs. NEFSX (28.40).
| NEFSX | VTSAX | NEFSX / VTSAX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 31 years | 25 years | - |
| Gain YTD | 1.988 | 1.365 | 146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.82T | 0% |
| Annual Yield % from dividends | 0.09 | 1.28 | 7% |
| Returns for 1 year | 10.10 | 10.07 | 100% |
| Returns for 3 years | 40.43 | 57.61 | 70% |
| Returns for 5 years | 28.40 | 91.40 | 31% |
| Returns for 10 years | 56.57 | 179.53 | 32% |
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