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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$48.28
Change+$0.16 (+0.33%)
VolumeN/A
Net Assets1.34B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
NEFSX vs VTSMX Comparison Chart in %
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NEFSX vs. VTSMX commentary
Dec 26, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. NEFSX (1.34B). VTSMX pays higher dividends than NEFSX: VTSMX (1.02) vs NEFSX (0.08). NEFSX was incepted earlier than VTSMX: NEFSX (31 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 : 14.42 vs. NEFSX (8.89). VTSMX return over 5 years is better than : 76.81 vs. NEFSX (26.04).
| NEFSX | VTSMX | NEFSX / VTSMX | |
| Total Expense Ratio | 1.07 | 0.14 | 764% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 31 years | 34 years | - |
| Gain YTD | 11.604 | 17.377 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 2.06T | 0% |
| Annual Yield % from dividends | 0.08 | 1.02 | 8% |
| Returns for 1 year | 8.89 | 14.42 | 62% |
| Returns for 3 years | 66.98 | 78.00 | 86% |
| Returns for 5 years | 26.04 | 76.81 | 34% |
| Returns for 10 years | 75.53 | 234.96 | 32% |
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