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SAGWX vs VSMAX
SAGWX vs VSMAX Comparison
Open Charts SAGWX vs VSMAX
Touchstone Small Company A
Price$6.45
Change+$0.02 (+0.31%)
VolumeN/A
Net Assets1.32B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SAGWX vs VSMAX Comparison Chart in %
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SAGWX vs. VSMAX commentary
Sep 08, 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 SAGWX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SAGWX (1.32B). VSMAX pays higher dividends than SAGWX: VSMAX (1.31) vs SAGWX (0.15). SAGWX was incepted earlier than VSMAX: SAGWX (33 years) vs VSMAX (25 years). SAGWX (1.19) is less costly to investors than VSMAX (0.05). SAGWX is a more actively managed with annual turnover of: 59.00 vs. VSMAX (13.00). SAGWX has a lower initial minimum investment than VSMAX: SAGWX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. SAGWX (6.79). VSMAX return over 5 years is better than : 66.80 vs. SAGWX (50.96).
| SAGWX | VSMAX | SAGWX / VSMAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.19 | 0.05 | 2,380% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 7.860 | 6.527 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 161B | 1% |
| Annual Yield % from dividends | 0.15 | 1.31 | 12% |
| Returns for 1 year | 6.79 | 13.64 | 50% |
| Returns for 3 years | 36.31 | 39.35 | 92% |
| Returns for 5 years | 50.96 | 66.80 | 76% |
| Returns for 10 years | 18.33 | 132.90 | 14% |
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