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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Touchstone Small Company A
Price$6.15
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets1.22B
NAESX vs SAGWX Comparison Chart in %
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NAESX vs. SAGWX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SAGWX (1.22B). 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 : 12.22 vs. SAGWX (7.14). NAESX return over 5 years is better than : 69.32 vs. SAGWX (52.49).
| 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 | 1.432 | 2.843 | 50% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.22B | 12,121% |
| Annual Yield % from dividends | 1.28 | 0.16 | 790% |
| Returns for 1 year | 12.22 | 7.14 | 171% |
| Returns for 3 years | 37.83 | 33.92 | 112% |
| Returns for 5 years | 69.32 | 52.49 | 132% |
| Returns for 10 years | 108.83 | 7.14 | 1,524% |
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