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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Touchstone Small Company A
Price$5.92
Change+$0.06 (+1.02%)
VolumeN/A
Net Assets1.15B
NAESX vs SAGWX Comparison Chart
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NAESX vs. SAGWX commentary
Jun 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 (1.15B). NAESX pays higher dividends than SAGWX: NAESX (1.35) vs SAGWX (0.17). 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 : 5.13 vs. SAGWX (1.38). NAESX return over 5 years is better than : 52.20 vs. SAGWX (33.11).
| 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 | -4.086 | -2.007 | 204% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.15B | 12,881% |
| Annual Yield % from dividends | 1.35 | 0.17 | 813% |
| Returns for 1 year | 5.13 | 1.38 | 371% |
| Returns for 3 years | 16.63 | 16.70 | 100% |
| Returns for 5 years | 52.20 | 33.11 | 158% |
| Returns for 10 years | 96.08 | 1.73 | 5,545% |