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NEFSX vs VTSMX
NEFSX vs VTSMX Comparison
Open Charts NEFSX vs VTSMX
Natixis US Equity Opportunities A
Price$44.12
Change-$0.42 (-0.94%)
VolumeN/A
Net Assets1.18B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
NEFSX vs VTSMX Comparison Chart
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NEFSX vs. VTSMX commentary
Jun 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. NEFSX (1.18B). VTSMX pays higher dividends than NEFSX: VTSMX (1.18) 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). NEFSX (10.10) and VTSMX (10.06) have marching annual gain over last year. VTSMX return over 5 years is better than : 91.36 vs. NEFSX (28.40).
| 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 | 1.988 | 1.349 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.82T | 0% |
| Annual Yield % from dividends | 0.09 | 1.18 | 8% |
| Returns for 1 year | 10.10 | 10.06 | 100% |
| Returns for 3 years | 40.43 | 57.59 | 70% |
| Returns for 5 years | 28.40 | 91.36 | 31% |
| Returns for 10 years | 56.57 | 178.92 | 32% |
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