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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$46.33
Change+$0.35 (+0.76%)
VolumeN/A
Net Assets1.23B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
NEFSX vs VTSAX Comparison Chart in %
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NEFSX vs. VTSAX 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 NEFSX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. NEFSX (1.23B). VTSAX pays higher dividends than NEFSX: VTSAX (1.21) 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). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. NEFSX (12.34). VTSAX return over 5 years is better than : 95.62 vs. NEFSX (31.39).
| 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 | 7.097 | 6.416 | 111% |
| Front Load | 6% | 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 | 0.09 | 1.21 | 7% |
| Returns for 1 year | 12.34 | 13.89 | 89% |
| Returns for 3 years | 46.76 | 62.12 | 75% |
| Returns for 5 years | 31.39 | 95.62 | 33% |
| Returns for 10 years | 68.19 | 198.69 | 34% |
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