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SAGWX vs VSMAX
SAGWX vs VSMAX Comparison
Open Charts SAGWX vs VSMAX
Touchstone Small Company A
Price$6.44
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets1.41B
Vanguard Small Cap Index Admiral Shares
Price$122.65
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
SAGWX vs VSMAX Comparison Chart in %
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SAGWX vs. VSMAX commentary
Nov 14, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SAGWX (1.41B). VSMAX pays higher dividends than SAGWX: VSMAX (1.34) 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: 47.00 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 : 1.45 vs. SAGWX (-4.00). VSMAX return over 5 years is better than : 48.41 vs. SAGWX (30.59).
| 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 | 7.692 | 6.757 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 162B | 1% |
| Annual Yield % from dividends | 0.15 | 1.34 | 12% |
| Returns for 1 year | -4.00 | 1.45 | -276% |
| Returns for 3 years | 25.02 | 33.26 | 75% |
| Returns for 5 years | 30.59 | 48.41 | 63% |
| Returns for 10 years | 21.26 | 138.28 | 15% |
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