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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
Touchstone Small Company A
Price$6.38
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets1.32B
NAESX vs SAGWX Comparison Chart in %
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NAESX vs. SAGWX commentary
Sep 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 NAESX is a Buy and SAGWX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SAGWX (1.32B). NAESX pays higher dividends than SAGWX: NAESX (1.20) vs SAGWX (0.15). 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 : 9.72 vs. SAGWX (2.75). NAESX return over 5 years is better than : 67.30 vs. SAGWX (51.21).
| 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 | 6.425 | 6.522 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.32B | 12,206% |
| Annual Yield % from dividends | 1.20 | 0.15 | 786% |
| Returns for 1 year | 9.72 | 2.75 | 353% |
| Returns for 3 years | 38.83 | 34.62 | 112% |
| Returns for 5 years | 67.30 | 51.21 | 131% |
| Returns for 10 years | 132.42 | 19.05 | 695% |