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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$46.60
Change-$1.81 (-3.74%)
VolumeN/A
Net Assets1.3B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
NEFSX vs VTSMX Comparison Chart in %
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NEFSX vs. VTSMX commentary
Feb 04, 2026
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. NEFSX (1.3B). VTSMX pays higher dividends than NEFSX: VTSMX (1.00) vs NEFSX (0.00). NEFSX was incepted earlier than VTSMX: NEFSX (32 years) vs VTSMX (34 years). NEFSX (1.07) is less costly to investors than VTSMX (0.14). NEFSX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). NEFSX has a lower initial minimum investment than VTSMX: NEFSX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.79 vs. NEFSX (3.56). VTSMX return over 5 years is better than : 68.19 vs. NEFSX (15.55).
| NEFSX | VTSMX | NEFSX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | -2.265 | 1.373 | -165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 3.56 | 14.79 | 24% |
| Returns for 3 years | 39.05 | 63.99 | 61% |
| Returns for 5 years | 15.55 | 68.19 | 23% |
| Returns for 10 years | 90.38 | 270.18 | 33% |
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