Ad is loading...
NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Touchstone Small Company A
Price$5.98
Change-$0.22 (-3.55%)
VolumeN/A
CapitalizationN/A
NAESX vs SAGWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SAGWX commentary
Dec 19, 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 Hold and SAGWX is a StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B 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 : 19.54 vs. SAGWX (12.73). NAESX return over 5 years is better than : 53.79 vs. SAGWX (29.71).
| 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 | 17.994 | 11.111 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.21B | 13,779% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 19.54 | 12.73 | 154% |
| Returns for 3 years | 15.71 | 10.91 | 144% |
| Returns for 5 years | 53.79 | 29.71 | 181% |
| Returns for 10 years | 124.30 | 15.24 | 816% |