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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Touchstone Small Company A
Price$5.40
Change+$0.45 (+9.09%)
VolumeN/A
Net Assets1.05B
NAESX vs SAGWX Comparison Chart
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NAESX vs. SAGWX commentary
Apr 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 Buy and SAGWX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SAGWX (1.05B). NAESX pays higher dividends than SAGWX: NAESX (1.39) 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 (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 : -13.70 vs. SAGWX (-14.51). NAESX return over 5 years is better than : 56.35 vs. SAGWX (35.85).
| 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 | -19.296 | -17.224 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.05B | 13,632% |
| Annual Yield % from dividends | 1.39 | 0.17 | 802% |
| Returns for 1 year | -13.70 | -14.51 | 94% |
| Returns for 3 years | -5.18 | -5.01 | 103% |
| Returns for 5 years | 56.35 | 35.85 | 157% |
| Returns for 10 years | 63.14 | -14.51 | -435% |
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