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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Touchstone Small Company A
Price$5.97
Change-$0.18 (-2.93%)
VolumeN/A
Net Assets1.18B
NAESX vs SAGWX Comparison Chart
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NAESX vs. SAGWX commentary
Feb 23, 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 Hold and SAGWX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SAGWX (1.18B). NAESX pays higher dividends than SAGWX: NAESX (1.31) vs SAGWX (0.00). NAESX was incepted earlier than SAGWX: NAESX (64 years) vs SAGWX (32 years). SAGWX is a more actively managed with annual turnover of: 94.00 vs. NAESX (12.00). 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 : 11.22 vs. SAGWX (5.28). NAESX return over 5 years is better than : 44.30 vs. SAGWX (25.11).
| NAESX | SAGWX | NAESX / SAGWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 32 years | - |
| Gain YTD | -0.321 | -0.167 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.18B | 13,690% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 11.22 | 5.28 | 212% |
| Returns for 3 years | 18.76 | 13.48 | 139% |
| Returns for 5 years | 44.30 | 25.11 | 176% |
| Returns for 10 years | 105.17 | 4.55 | 2,312% |
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