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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Touchstone Small Company A
Price$6.63
Change+$0.05 (+0.76%)
VolumeN/A
Net Assets1.47B
NAESX vs SAGWX Comparison Chart in %
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NAESX vs. SAGWX commentary
Dec 04, 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 Buy and SAGWX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SAGWX (1.47B). NAESX pays higher dividends than SAGWX: NAESX (1.21) vs SAGWX (0.15). NAESX was incepted earlier than SAGWX: NAESX (65 years) vs SAGWX (33 years). SAGWX (1.19) is less costly to investors than NAESX (0.17). SAGWX is a more actively managed with annual turnover of: 47.00 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 : -0.86 vs. SAGWX (-2.50). NAESX return over 5 years is better than : 40.97 vs. SAGWX (26.51).
| 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 | 33 years | - |
| Gain YTD | 7.092 | 10.033 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.47B | 11,043% |
| Annual Yield % from dividends | 1.21 | 0.15 | 819% |
| Returns for 1 year | -0.86 | -2.50 | 35% |
| Returns for 3 years | 32.07 | 25.55 | 126% |
| Returns for 5 years | 40.97 | 26.51 | 155% |
| Returns for 10 years | 131.34 | 18.76 | 700% |
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