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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Touchstone Small Company A
Price$6.16
Change+$0.04 (+0.65%)
VolumeN/A
Net Assets1.23B
NAESX vs SAGWX Comparison Chart in %
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NAESX vs. SAGWX commentary
Jul 27, 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 NAESX is a StrongBuy and SAGWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SAGWX (1.23B). NAESX pays higher dividends than SAGWX: NAESX (1.28) vs SAGWX (0.16). NAESX was incepted earlier than SAGWX: NAESX (65 years) vs SAGWX (32 years). SAGWX (1.19) is less costly to investors than NAESX (0.17). SAGWX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). SAGWX has a lower initial minimum investment than NAESX: SAGWX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. SAGWX (0.99). NAESX return over 5 years is better than : 66.66 vs. SAGWX (50.50).
| NAESX | SAGWX | NAESX / SAGWX | |
| Total Expense Ratio | 0.17 | 1.19 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.19 | 14% |
| Fund Existence | 65 years | 32 years | - |
| Gain YTD | 2.781 | 3.010 | 92% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.23B | 12,419% |
| Annual Yield % from dividends | 1.28 | 0.16 | 790% |
| Returns for 1 year | 8.46 | 0.99 | 854% |
| Returns for 3 years | 34.15 | 28.28 | 121% |
| Returns for 5 years | 66.66 | 50.50 | 132% |
| Returns for 10 years | 114.71 | 10.78 | 1,064% |
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