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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$47.94
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets1.29B
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
NEFSX vs VTSAX Comparison Chart in %
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NEFSX vs. VTSAX commentary
Oct 18, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. NEFSX (1.29B). VTSAX pays higher dividends than NEFSX: VTSAX (1.13) vs NEFSX (0.08). 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 : 13.27 vs. NEFSX (9.01). VTSAX return over 5 years is better than : 84.09 vs. NEFSX (22.24).
| 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 | 10.518 | 12.526 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 2.02T | 0% |
| Annual Yield % from dividends | 0.08 | 1.13 | 7% |
| Returns for 1 year | 9.01 | 13.27 | 68% |
| Returns for 3 years | 53.49 | 77.39 | 69% |
| Returns for 5 years | 22.24 | 84.09 | 26% |
| Returns for 10 years | 71.59 | 223.97 | 32% |
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