Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund (NEFJX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NEFJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEFJX
NEFJX charges 1.25% annually. There are 137 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | NEFJX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NEFJX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | NEFJX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | NEFJX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | NEFJX vs VSMAX |
Best Risk-Adjusted Alternatives to NEFJX
NEFJX has a PortfoliosLab risk / return rank of 55. There are 114 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | NEFJX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | NEFJX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | NEFJX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | NEFJX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | NEFJX vs RYOTX |
Top Performing NEFJX Alternatives (YTD)
NEFJX is at 9.78% YTD. There are 161 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | NEFJX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | NEFJX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | NEFJX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | NEFJX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | NEFJX vs HASCX |
Lowest Volatility Alternatives to NEFJX
NEFJX has 17.38% 1-year volatility. There are 42 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | NEFJX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | NEFJX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | NEFJX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | NEFJX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | NEFJX vs BOSOX |
Lowest Drawdown Alternatives to NEFJX
NEFJX has a 1-year max drawdown of -10.17%. There are 88 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | NEFJX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NEFJX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | NEFJX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NEFJX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NEFJX vs SSCDX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LSIIX, LGRRX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 6 | -4.55% | — | May 1991 | NEFJX vs LSGRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 15 | 0.46% | — | Dec 1996 | NEFJX vs LSIIX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 6 | -4.68% | — | Feb 2013 | NEFJX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 71 | 10.70% | — | Sep 2008 | NEFJX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 24 | 0.31% | — | Nov 1973 | NEFJX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | -0.03% | — | Mar 2016 | NEFJX vs ESGYX | |
| Gateway Fund | Options Trading | 68 | 4.39% | — | Dec 1977 | NEFJX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 84 | 5.47% | — | Sep 2014 | NEFJX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 11 | -1.97% | — | Jul 1994 | NEFJX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 14 | -1.80% | — | May 1931 | NEFJX vs NEFOX |
Often Compared With NEFJX
Investors most often compare NEFJX with GTEYX, AUERX, BIAUX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gateway Fund Class Y Shares | Options Trading | 70 | 4.50% | — | — | NEFJX vs GTEYX | |
| Auer Growth Fund | Small Cap Blend Equities | 86 | 15.25% | — | Dec 2007 | NEFJX vs AUERX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 59 | 16.25% | — | Dec 2008 | NEFJX vs BIAUX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 72 | 21.71% | — | Oct 2002 | NEFJX vs TISBX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.42% | — | May 2010 | NEFJX vs NINLX |
Compare NEFJX with Any Fund or Stock
Compare NEFJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEFJX with funds that move differently
Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEFJX.
Explore NEFJX Diversifiers