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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Touchstone Small Company A
Price$6.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.24B
NAESX vs SAGWX Comparison Chart in %
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NAESX vs. SAGWX commentary
Aug 18, 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 Hold and SAGWX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SAGWX (1.25B). NAESX pays higher dividends than SAGWX: NAESX (1.25) 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 : 9.15 vs. SAGWX (1.65). NAESX return over 5 years is better than : 57.53 vs. SAGWX (41.11).
| 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 | 2.494 | 3.177 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.25B | 12,369% |
| Annual Yield % from dividends | 1.25 | 0.16 | 782% |
| Returns for 1 year | 9.15 | 1.65 | 553% |
| Returns for 3 years | 20.39 | 16.39 | 124% |
| Returns for 5 years | 57.53 | 41.11 | 140% |
| Returns for 10 years | 112.59 | 7.86 | 1,432% |
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