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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$120.45
Change+$0.44 (+0.37%)
VolumeN/A
Net Assets154.18B
Touchstone Small Company A
Price$6.36
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets1.29B
NAESX vs SAGWX Comparison Chart in %
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NAESX vs. SAGWX commentary
Aug 28, 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 Buy and SAGWX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SAGWX (1.29B). NAESX pays higher dividends than SAGWX: NAESX (1.25) vs SAGWX (0.16). NAESX was incepted earlier than SAGWX: NAESX (65 years) vs SAGWX (33 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 : 7.94 vs. SAGWX (2.43). NAESX return over 5 years is better than : 60.20 vs. SAGWX (46.56).
| 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 | 33 years | - |
| Gain YTD | 4.381 | 6.187 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.29B | 11,901% |
| Annual Yield % from dividends | 1.25 | 0.16 | 782% |
| Returns for 1 year | 7.94 | 2.43 | 327% |
| Returns for 3 years | 29.94 | 27.22 | 110% |
| Returns for 5 years | 60.20 | 46.56 | 129% |
| Returns for 10 years | 127.04 | 16.93 | 751% |