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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
Touchstone Small Company A
Price$5.57
Change-$0.13 (-2.28%)
VolumeN/A
Net Assets1.12B
NAESX vs SAGWX Comparison Chart
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NAESX vs. SAGWX commentary
Mar 11, 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: 153B vs. SAGWX (1.12B). NAESX pays higher dividends than SAGWX: NAESX (1.20) vs SAGWX (0.16). NAESX was incepted earlier than SAGWX: NAESX (64 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 (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 : 2.54 vs. SAGWX (-1.39). NAESX return over 5 years is better than : 59.49 vs. SAGWX (39.60).
| NAESX | SAGWX | NAESX / SAGWX | |
| Total Expense Ratio | 0.17 | 1.19 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.19 | 14% |
| Fund Existence | 64 years | 32 years | - |
| Gain YTD | -4.959 | -4.682 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.12B | 13,612% |
| Annual Yield % from dividends | 1.20 | 0.16 | 730% |
| Returns for 1 year | 2.54 | -1.39 | -183% |
| Returns for 3 years | 15.65 | 10.87 | 144% |
| Returns for 5 years | 59.49 | 39.60 | 150% |
| Returns for 10 years | 100.54 | 1.42 | 7,101% |
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