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NAESX vs SAGWX
NAESX vs SAGWX Comparison
Open Charts NAESX vs SAGWX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Touchstone Small Company A
Price$6.15
Change+$0.05 (+0.82%)
VolumeN/A
Net Assets1.21B
NAESX vs SAGWX Comparison Chart in %
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NAESX vs. SAGWX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SAGWX (1.21B). NAESX pays higher dividends than SAGWX: NAESX (1.28) vs SAGWX (0.16). 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 (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 : 11.43 vs. SAGWX (6.27). NAESX return over 5 years is better than : 68.13 vs. SAGWX (51.25).
| 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 | 0.719 | 2.007 | 36% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.21B | 12,221% |
| Annual Yield % from dividends | 1.28 | 0.16 | 790% |
| Returns for 1 year | 11.43 | 6.27 | 182% |
| Returns for 3 years | 36.86 | 32.83 | 112% |
| Returns for 5 years | 68.13 | 51.25 | 133% |
| Returns for 10 years | 107.36 | 6.27 | 1,713% |
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