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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$48.09
Change-$0.45 (-0.93%)
VolumeN/A
Net Assets1.31B
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
NEFSX vs VTSMX Comparison Chart in %
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NEFSX vs. VTSMX commentary
Sep 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: 1.95T vs. NEFSX (1.31B). VTSMX pays higher dividends than NEFSX: VTSMX (1.07) vs NEFSX (0.09). NEFSX was incepted earlier than VTSMX: NEFSX (31 years) vs VTSMX (33 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 : 15.40 vs. NEFSX (13.39). VTSMX return over 5 years is better than : 95.30 vs. NEFSX (30.72).
| 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 | 33 years | - |
| Gain YTD | 11.165 | 12.239 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 1.95T | 0% |
| Annual Yield % from dividends | 0.09 | 1.07 | 8% |
| Returns for 1 year | 13.39 | 15.40 | 87% |
| Returns for 3 years | 58.92 | 78.91 | 75% |
| Returns for 5 years | 30.72 | 95.30 | 32% |
| Returns for 10 years | 87.88 | 247.79 | 35% |
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