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NEFSX vs. FXAIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

NEFSX vs. FXAIX

Last updated May 12, 2025

Compare and contrast key facts about Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) and Fidelity 500 Index Fund (FXAIX).

NEFSX is managed by Natixis Funds. It was launched on Jul 7, 1994. FXAIX is managed by Fidelity.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEFSX or FXAIX.

Correlation

The correlation between NEFSX and FXAIX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

NEFSX vs. FXAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) and Fidelity 500 Index Fund (FXAIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

NEFSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FXAIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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NEFSX vs. FXAIX - Expense Ratio Comparison

NEFSX has a 1.14% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

NEFSX
Natixis Funds Trust I U.S. Equity Opportunities Fund
FXAIX
Fidelity 500 Index Fund

Risk-Adjusted Performance

NEFSX vs. FXAIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
NEFSX
The Risk-Adjusted Performance Rank of NEFSX is 4040
Overall Rank
The Sharpe Ratio Rank of NEFSX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of NEFSX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of NEFSX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of NEFSX is 4343
Calmar Ratio Rank
The Martin Ratio Rank of NEFSX is 3838
Martin Ratio Rank
FXAIX
The Risk-Adjusted Performance Rank of FXAIX is 6464
Overall Rank
The Sharpe Ratio Rank of FXAIX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of FXAIX is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FXAIX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of FXAIX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of FXAIX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NEFSX vs. FXAIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

NEFSX vs. FXAIX - Dividend Comparison

NEFSX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.32%.

TTM20242023202220212020201920182017201620152014
NEFSX
Natixis Funds Trust I U.S. Equity Opportunities Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FXAIX
Fidelity 500 Index Fund		1.32%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NEFSX vs. FXAIX - Drawdown Comparison

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Volatility

NEFSX vs. FXAIX - Volatility Comparison

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