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NEFSX vs VTSAX
NEFSX vs VTSAX Comparison
Open Charts NEFSX vs VTSAX
Natixis US Equity Opportunities A
Price$46.97
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets1.27B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
NEFSX vs VTSAX Comparison Chart in %
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NEFSX vs. VTSAX commentary
Aug 17, 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: 1.91T vs. NEFSX (1.27B). VTSAX pays higher dividends than NEFSX: VTSAX (1.18) 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 : 16.22 vs. NEFSX (13.59). VTSAX return over 5 years is better than : 85.86 vs. NEFSX (25.03).
| 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 | 8.576 | 9.275 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 1.91T | 0% |
| Annual Yield % from dividends | 0.09 | 1.18 | 7% |
| Returns for 1 year | 13.59 | 16.22 | 84% |
| Returns for 3 years | 29.86 | 46.82 | 64% |
| Returns for 5 years | 25.03 | 85.86 | 29% |
| Returns for 10 years | 64.09 | 203.17 | 32% |