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% | 7.51B | May 1997 | NEFJX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | NEFJX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | NEFJX vs TISBX |
Best Risk-Adjusted Alternatives to NEFJX
NEFJX has a PortfoliosLab risk / return rank of 52. There are 94 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | NEFJX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | NEFJX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | NEFJX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | NEFJX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | NEFJX vs WWSIX |
Top Performing NEFJX Alternatives (YTD)
NEFJX is at 8.09% YTD. There are 160 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | NEFJX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | NEFJX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | NEFJX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | NEFJX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | NEFJX vs MOPIX |
Lowest Volatility Alternatives to NEFJX
NEFJX has 17.22% 1-year volatility. There are 50 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | NEFJX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | NEFJX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | NEFJX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | NEFJX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | NEFJX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NEFJX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | NEFJX vs BIAUX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, LSIIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 11 | -0.24% | — | May 1991 | NEFJX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 10 | -0.34% | — | Feb 2013 | NEFJX vs LGRRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 18 | 0.25% | — | Dec 1996 | NEFJX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 75 | 11.13% | — | Sep 2008 | NEFJX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 31 | 0.31% | — | Nov 1973 | NEFJX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 12 | 1.26% | — | Mar 2016 | NEFJX vs ESGYX | |
| Gateway Fund | Options Trading | 75 | 4.80% | — | Dec 1977 | NEFJX vs GATEX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 22 | 0.81% | — | Jul 1994 | NEFJX vs NEFSX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 5.51% | — | Sep 2014 | NEFJX vs GCPYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 20 | -0.67% | — | May 1931 | NEFJX vs NEFOX |
Often Compared With NEFJX
Investors most often compare NEFJX with GTEYX, VSMAX, HASCX. These 4 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 | 76 | 4.89% | — | — | NEFJX vs GTEYX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 54 | 14.94% | 177.40B | Nov 2000 | NEFJX vs VSMAX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 69 | 26.15% | — | Dec 2001 | NEFJX vs HASCX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 64 | 16.85% | — | Mar 2015 | NEFJX vs SSCDX |
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