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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Touchstone Small Company A
Price$6.19
Change+$0.03 (+0.49%)
VolumeN/A
Net Assets1.21B
NAESX vs SAGWX Comparison Chart
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NAESX vs. SAGWX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SAGWX (1.21B). 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 : 21.23 vs. SAGWX (13.77). NAESX return over 5 years is better than : 48.81 vs. SAGWX (26.54).
| 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 | 3.370 | 3.512 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.21B | 12,810% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 13.77 | 154% |
| Returns for 3 years | 17.16 | 10.92 | 157% |
| Returns for 5 years | 48.81 | 26.54 | 184% |
| Returns for 10 years | 126.44 | 16.55 | 764% |