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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Touchstone Small Company A
Price$6.45
Change-$0.08 (-1.23%)
VolumeN/A
CapitalizationN/A
NAESX vs SAGWX Comparison Chart
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NAESX vs. SAGWX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SAGWX (1.2B). 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 : 30.24 vs. SAGWX (27.47). NAESX return over 5 years is better than : 55.43 vs. SAGWX (30.30).
| 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 | 15.758 | 15.591 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.2B | 12,636% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 30.24 | 27.47 | 110% |
| Returns for 3 years | 4.66 | -10.17 | -46% |
| Returns for 5 years | 55.43 | 30.30 | 183% |
| Returns for 10 years | 122.58 | -9.65 | -1,270% |
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