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SAGWX vs VSMAX
SAGWX vs VSMAX Comparison
Open Charts SAGWX vs VSMAX
Touchstone Small Company A
Price$6.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.24B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SAGWX vs VSMAX Comparison Chart in %
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SAGWX vs. VSMAX 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 SAGWX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SAGWX (1.25B). VSMAX pays higher dividends than SAGWX: VSMAX (1.37) vs SAGWX (0.16). SAGWX was incepted earlier than VSMAX: SAGWX (32 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 : 9.17 vs. SAGWX (1.65). VSMAX return over 5 years is better than : 57.73 vs. SAGWX (41.11).
| 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 | 32 years | 25 years | - |
| Gain YTD | 3.177 | 2.517 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 154B | 1% |
| Annual Yield % from dividends | 0.16 | 1.37 | 12% |
| Returns for 1 year | 1.65 | 9.17 | 18% |
| Returns for 3 years | 16.39 | 20.48 | 80% |
| Returns for 5 years | 41.11 | 57.73 | 71% |
| Returns for 10 years | 7.86 | 113.12 | 7% |
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